About PGIOX
Putnam Focused Equity Fund Class R is a mutual fund designed to provide capital appreciation through a concentrated approach to equity investing. The fund primarily targets large and midsize U.S. companies, investing in a blend of growth and value stocks across diverse sectors, including technology, consumer goods, healthcare, and energy. Its portfolio is notably focused, with nearly half of assets typically held in its top ten holdings—major names often include Microsoft, Apple, NVIDIA, and Amazon, emphasizing high-conviction ideas backed by thorough research. Classified within the large blend category, the fund aims to mirror the broader U.S. equity market while seeking to outperform through selective stock choices. The fund is actively managed by multiple managers and is often utilized in retirement plans, making it accessible to a broad investor base. With a relatively high expense ratio, the fund positions itself for investors seeking targeted exposure to industry leaders and market innovators.
Fund Family Franklin Templeton
Category Large Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PGIOX
Index S&P 500 TR
PGIOX had a total return of 17.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.42%.
