Putnam Small Cap Growth Y (PSYGX)

Fund Assets	2.85B
Expense Ratio	0.922%
Min. Investment	$0.00
Turnover	83.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 22, 2025

Previous Close	91.90
YTD Return	5.71%
1-Year Return	2.29%
5-Year Return	29.60%
52-Week Low	80.72
52-Week High	109.33
Beta (5Y)	1.11
Holdings	109
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.

• Fund Family: Franklin Templeton, Inc
• Category: Small Growth
• Performance Rating: High
• Risk Rating: Average
• Ticker Symbol: PSYGX
• Index: Russell 2000 Growth TR

Performance

PSYGX had a total return of 2.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.46%.

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 I	0.88%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.86%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.44%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.86%

Top 10 Holdings

19.86% of assets

Name	Symbol	Weight
Halozyme Therapeutics, Inc.	HALO	2.32%
Enova International, Inc.	ENVA	2.21%
Huron Consulting Group Inc.	HURN	2.20%
RBC Bearings Incorporated	RBC	2.13%
DigitalOcean Holdings, Inc.	DOCN	2.07%
BrightSpring Health Services, Inc.	BTSG	1.99%
Applied Industrial Technologies, Inc.	AIT	1.85%
Covista Inc.	CVSA	1.78%
Aritzia Inc.	ATZ	1.66%
ACI Worldwide, Inc.	ACIW	1.64%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 22, 2025	$0.3388	Dec 22, 2025
Dec 6, 2021	$10.337	Dec 8, 2021
Dec 4, 2020	$3.340	Dec 8, 2020
Dec 5, 2019	$0.945	Dec 9, 2019
Aug 22, 2018	$0.680	Aug 24, 2018
Dec 7, 2016	$0.0076	Dec 9, 2016

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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