Putnam Large Cap Growth Fund Class Y (PGOYX)

Fund Assets	12.83B
Expense Ratio	0.67%
Min. Investment	$500
Turnover	34.00%
Dividend (ttm)	4.27
Dividend Yield	6.01%
Dividend Growth	34.08%
Payout Frequency	Annual
Ex-Dividend Date	Dec 22, 2025

Previous Close	73.70
YTD Return	-8.75%
1-Year Return	16.06%
5-Year Return	70.66%
52-Week Low	59.78
52-Week High	89.40
Beta (5Y)	n/a
Holdings	45
Inception Date	Jul 1, 1999

About PGOYX

The Putnam Large Cap Growth Fund is a mutual fund focused on capital appreciation by primarily investing in common stocks of large U.S. companies. It targets growth stocks—those expected to exhibit faster earnings growth compared to their peers. The fund's portfolio is heavily weighted in technology and other growth-oriented sectors, featuring prominent companies like Microsoft, NVIDIA, and Apple. With a significant portion of its assets allocated to the top holdings, the fund mirrors large-cap growth strategies, aligning closely with indices like the Russell 1000 Growth Index. The fund plays a significant role in the financial market by providing investors access to a concentrated portfolio of established growth companies, appealing to those seeking long-term capital growth opportunities.

• Fund Family: Franklin Templeton Investments
• Category: Large Growth
• Performance Rating: Above Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PGOYX
• Share Class: Class Y Shares
• Index: Russell 1000 Growth TR

Performance

PGOYX had a total return of 16.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.23%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.46%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Select Large Cap Growth Fund	0.75%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.69%
FBGKX	Fidelity	Fidelity Blue Chip Growth Fund - Class K	0.59%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
POGAX	Class A Shares	0.92%
PGORX	Class R Shares	1.17%
POGCX	Class C Shares	1.67%

Top 10 Holdings

63.16% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	13.30%
Apple Inc.	AAPL	10.11%
Microsoft Corporation	MSFT	8.04%
Broadcom Inc.	AVGO	6.33%
Alphabet Inc.	GOOG	5.97%
Meta Platforms, Inc.	META	4.71%
Amazon.com, Inc.	AMZN	4.28%
Tesla, Inc.	TSLA	3.85%
Eli Lilly and Company	LLY	3.66%
Mastercard Incorporated	MA	2.92%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 22, 2025	$4.2705	Dec 22, 2025
Dec 5, 2024	$3.185	Dec 9, 2024
Dec 6, 2023	$0.269	Dec 8, 2023
Dec 6, 2022	$2.965	Dec 8, 2022
Dec 6, 2021	$5.320	Dec 8, 2021
Dec 4, 2020	$1.720	Dec 8, 2020