Putnam Large Cap Growth Fund Class C (POGCX)
| Fund Assets | 11.98B |
| Expense Ratio | 1.67% |
| Min. Investment | $500 |
| Turnover | 32.00% |
| Dividend (ttm) | 3.19 |
| Dividend Yield | 5.85% |
| Dividend Growth | 1,084.01% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 5, 2024 |
| Previous Close | 54.32 |
| YTD Return | 3.56% |
| 1-Year Return | 12.08% |
| 5-Year Return | 96.61% |
| 52-Week Low | 42.00 |
| 52-Week High | 56.77 |
| Beta (5Y) | n/a |
| Holdings | 52 |
| Inception Date | Feb 1, 1999 |
About POGCX
The Putnam Large Cap Growth Fund Class C is an actively managed mutual fund focused on achieving capital appreciation by investing primarily in common stocks of large U.S. companies. This fund targets growth-oriented equities, particularly those of businesses with above-average earnings growth potential. Its portfolio is concentrated in sectors and industries experiencing rapid expansion, and it typically holds companies that have demonstrated strong revenue and profit trajectories. The fund’s holdings emphasize dominant, innovative firms—such as those in information technology, consumer discretionary, and communication services—with a considerable portion allocated to well-known names like Apple, Microsoft, NVIDIA, Amazon, and Alphabet. This focus aligns the fund’s strategy with broader trends in the U.S. large-cap growth segment. Designed for investors seeking exposure to leading growth companies, the Putnam Large Cap Growth Fund Class C plays a significant role in portfolios aiming for long-term capital growth. It offers diversification across major U.S. sectors and is managed with an awareness of both benchmark indices and category peer performance.
Performance
POGCX had a total return of 12.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.33%.
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 Fund | 0.46% |
| FHOFX | Fidelity | Fidelity Series Large Cap Growth Index Fund | n/a |
| FBGRX | Fidelity | Fidelity Blue Chip Growth Fund | 0.69% |
| FBGKX | Fidelity | Fidelity Blue Chip Growth Fund - Class K | 0.59% |
Top 10 Holdings
62.41% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 11.90% |
| NVIDIA Corporation | NVDA | 11.02% |
| Apple Inc. | AAPL | 8.51% |
| Amazon.com, Inc. | AMZN | 7.99% |
| Broadcom Inc. | AVGO | 5.16% |
| Meta Platforms, Inc. | META | 4.11% |
| Alphabet Inc. | GOOG | 4.10% |
| Mastercard Incorporated | MA | 3.75% |
| Tesla, Inc. | TSLA | 3.03% |
| Netflix, Inc. | NFLX | 2.82% |
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 |