About PGWTX
Putnam Focused Equity Fund Class R6 is a mutual fund designed for retirement accounts that employs a concentrated, high-conviction investment strategy. The fund’s portfolio managers focus on selecting a limited number of their best investment ideas, resulting in larger positions in select companies with strong growth or value potential. The fund predominantly invests in large-cap U.S. equities, with approximately 84.6% of assets allocated to domestic stocks and about 12.9% to foreign issues. Its sector exposure is broad, including significant weightings in technology, consumer cyclical, communication services, energy, financials, and industrials. As of the latest data, nearly half of the fund’s assets are concentrated in its top ten holdings, which include prominent names such as Microsoft, Apple, Amazon, Alphabet, and Exxon Mobil. The fund is positioned in the large blend category, targeting both growth and value stocks, and aims to outperform its benchmark through active management and focused stock selection. This approach makes the fund a significant participant in the competitive large-cap equity segment of the mutual fund market.
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol PGWTX
Index S&P 500 TR
PGWTX had a total return of 18.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.17%.
