Putnam Small Cap Growth Fund Class R (PSGRX)
| Fund Assets | 2.80B |
| Expense Ratio | 1.46% |
| 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 | 70.83 |
| YTD Return | 1.78% |
| 1-Year Return | 8.79% |
| 5-Year Return | 68.57% |
| 52-Week Low | 56.12 |
| 52-Week High | 76.17 |
| Beta (5Y) | n/a |
| Holdings | 94 |
| Inception Date | Dec 1, 2003 |
About PSGRX
Putnam Small Cap Growth Fund Class R is a mutual fund that primarily seeks capital appreciation by investing in common stocks of small U.S. companies. The fund focuses on growth-oriented stocks, targeting firms typically positioned in the lower end of the U.S. market-capitalization spectrum and characterized by rapid earnings, sales, and cash flow growth. These types of portfolios often emphasize companies in emerging industries or those in the early stages of development, which can result in higher volatility relative to more established large-cap investments. As part of the small-growth category, the fund plays a role in providing investors with access to the dynamic segment of the U.S. equity market—companies that have the potential for outsized growth and are often richly valued. The fund’s diverse holdings and emphasis on fast-growing sectors make it a notable option for exposure to small-cap growth equities within a broader investment portfolio.
Performance
PSGRX had a total return of 8.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.90%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FECGX | Fidelity | Fidelity Small Cap Growth Index Fund | 0.05% |
| FCIGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class I | 1.07% |
| FCPGX | Fidelity | Fidelity Small Cap Growth Fund | 1.05% |
| FCTGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class M | 1.58% |
| FCCGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class C | 2.08% |
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| PNSAX | Class A Shares | 1.21% |
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% |