Putnam Small Cap Growth Fund Class Y (PSYGX)
| Fund Assets | 2.91B |
| Expense Ratio | 0.92% |
| Min. Investment | $0.00 |
| Turnover | 51.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 89.87 |
| YTD Return | 7.29% |
| 1-Year Return | 16.26% |
| 5-Year Return | 28.34% |
| 52-Week Low | 63.63 |
| 52-Week High | 93.89 |
| Beta (5Y) | 1.06 |
| Holdings | 98 |
| Inception Date | Nov 3, 2003 |
About PSYGX
Putnam Small Cap Growth Fund Class Y is a mutual fund focused on achieving capital appreciation by investing primarily in common stocks of small U.S. companies with a strong emphasis on growth opportunities. Managed by Putnam Management since its inception in 1997, the fund targets firms typically found in the lower end of the U.S. market capitalization spectrum, often aligning its holdings with those represented in the Russell 2500 Growth Index. The portfolio is characterized by exposure to burgeoning sectors and industries such as technology, healthcare, industrials, and consumer cyclicals. The fund's strategy centers on companies that exhibit robust earnings and sales growth, which can lead to greater volatility but also the potential for significant upside during periods of economic expansion. Putnam Small Cap Growth Fund Class Y maintains an institutional share class structure with a competitive expense ratio relative to category peers, offering annual distributions of dividends and capital gains. It plays a distinct role in the market by providing investors with diversified access to younger, high-growth businesses, thereby serving as a vehicle for capitalizing on the long-term growth potential inherent in the small-cap U.S. equity universe.
Performance
PSYGX had a total return of 16.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.98%.
Top 10 Holdings
22.52% of assets| Name | Symbol | Weight |
|---|---|---|
| Comfort Systems USA, Inc. | FIX | 2.63% |
| Nova Ltd. | NVMI | 2.62% |
| Carpenter Technology Corporation | CRS | 2.50% |
| Huron Consulting Group Inc. | HURN | 2.45% |
| RBC Bearings Incorporated | RBC | 2.32% |
| Advanced Energy Industries, Inc. | AEIS | 2.27% |
| The Ensign Group, Inc. | ENSG | 2.10% |
| Encompass Health Corporation | EHC | 2.00% |
| SPX Technologies, Inc. | SPXC | 1.82% |
| StepStone Group Inc. | STEP | 1.81% |