Putnam Small Cap Growth Fund Class R6 (PLKGX)
| Fund Assets | 2.80B |
| Expense Ratio | 0.81% |
| Min. Investment | $0.00 |
| Turnover | 40.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 80.31 |
| YTD Return | 1.66% |
| 1-Year Return | 10.24% |
| 5-Year Return | 79.68% |
| 52-Week Low | 64.58 |
| 52-Week High | 87.42 |
| Beta (5Y) | n/a |
| Holdings | 94 |
| Inception Date | Jun 29, 2015 |
About PLKGX
Putnam Small Cap Growth Fund Class R6 is a mutual fund focused on achieving capital appreciation by investing primarily in common stocks of small U.S. companies, with a distinct emphasis on growth-oriented firms. The fund targets businesses whose earnings are expected to grow faster than those of peers, aiming to capture value from innovation and expansion within the small-cap segment. Its portfolio is diversified across various sectors, including technology, industrials, healthcare, and financial services, reflecting the dynamic nature of the small-cap growth universe. The fund maintains a disciplined investment approach, typically allocating at least 80% of its assets to companies of a size comparable to those found in the Russell 2000 Growth Index. Managed with a competitive expense ratio within its category, the fund is suited for institutional and retirement plan investors seeking exposure to the potential long-term growth opportunities that small, agile U.S. companies can offer. As of January 2025, the fund has soft-closed to new investors, restricting purchases to existing shareholders and certain eligible categories.
Performance
PLKGX had a total return of 10.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.01%.
Top 10 Holdings
21.86% of assets| Name | Symbol | Weight |
|---|---|---|
| Encompass Health Corporation | EHC | 2.53% |
| Carpenter Technology Corporation | CRS | 2.40% |
| The Descartes Systems Group Inc. | DSG | 2.23% |
| Comfort Systems USA, Inc. | FIX | 2.20% |
| Huron Consulting Group Inc. | HURN | 2.17% |
| Verona Pharma plc | VRNA | 2.14% |
| Skyward Specialty Insurance Group, Inc. | SKWD | 2.11% |
| Merit Medical Systems, Inc. | MMSI | 2.08% |
| Vertex, Inc. | VERX | 2.03% |
| Casella Waste Systems, Inc. | CWST | 1.96% |