Putnam Small Cap Growth Fund Class R (PSGRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
70.27
-0.56 (-0.79%)
Jul 7, 2025, 4:00 PM EDT
8.79%
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.

Fund Family Franklin Templeton Investments
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 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%
View More Holdings