Putnam Small Cap Growth Fund Class R (PSGRX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
68.48
+0.80 (1.18%)
Jun 3, 2025, 4:00 PM EDT
7.61% (1Y)
| Fund Assets | 510.43M |
| Expense Ratio | 1.46% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 67.68 |
| YTD Return | -0.81% |
| 1-Year Return | 7.61% |
| 5-Year Return | 64.82% |
| 52-Week Low | 56.12 |
| 52-Week High | 76.17 |
| Beta (5Y) | n/a |
| Holdings | 95 |
| Inception Date | Dec 1, 2003 |
About PSGRX
PSGRX was founded on 2003-12-01. The Fund's investment strategy focuses on Growth with 1.49% total expense ratio. Putnam Funds Trust: Putnam Small Cap Growth Fund; Class R Shares seeks capital appreciation though investing mainly in common stocks of U.S. companies, with a focus on growth stocks.
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol PSGRX
Share Class Class R Shares
Index Russell 2000 Growth TR
Performance
PSGRX had a total return of 7.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.80%.
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
21.87% of assets| Name | Symbol | Weight |
|---|---|---|
| Encompass Health Corporation | EHC | 2.66% |
| Carpenter Technology Corporation | CRS | 2.19% |
| Merit Medical Systems, Inc. | MMSI | 2.19% |
| The Descartes Systems Group Inc. | DSG | 2.17% |
| Huron Consulting Group Inc. | HURN | 2.16% |
| Vertex, Inc. | VERX | 2.15% |
| Applied Industrial Technologies, Inc. | AIT | 2.12% |
| Casella Waste Systems, Inc. | CWST | 2.09% |
| BellRing Brands, Inc. | BRBR | 2.07% |
| ACI Worldwide, Inc. | ACIW | 2.06% |