Putnam Large Cap Growth Y (PGOYX)

Fund Assets	12.80B
Expense Ratio	0.67%
Min. Investment	$500
Turnover	32.00%
Dividend (ttm)	3.19
Dividend Yield	3.89%
Dividend Growth	1,084.01%
Payout Frequency	Annual
Ex-Dividend Date	Dec 5, 2024

Previous Close	80.51
YTD Return	9.13%
1-Year Return	18.93%
5-Year Return	94.44%
52-Week Low	59.78
52-Week High	82.66
Beta (5Y)	1.09
Holdings	48
Inception Date	Jun 30, 1999

About PGOYX

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in companies of a size similar to those in the Russell 1000 Growth Index. The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Growth stocks are stocks of companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. The fund is non-diversified.

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

Performance

PGOYX had a total return of 18.93% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.59%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FLGEX	Fidelity	Fidelity Large Cap Growth Enhanced Index Fund	0.39%
FBCGX	Fidelity	Fidelity Blue Chip Growth K6	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%

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

64.43% of assets

Name	Symbol	Weight
Microsoft Corporation	MSFT	14.01%
NVIDIA Corporation	NVDA	14.00%
Apple Inc.	AAPL	7.95%
Amazon.com, Inc.	AMZN	7.25%
Broadcom Inc.	AVGO	6.04%
Meta Platforms, Inc.	META	4.33%
Mastercard Incorporated	MA	2.91%
Alphabet Inc.	GOOG	2.82%
Eli Lilly and Company	LLY	2.77%
Netflix, Inc.	NFLX	2.34%

Dividend History

Ex-Dividend	Amount	Pay Date
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
Dec 5, 2019	$1.497	Dec 9, 2019