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Putnam Large Cap Growth Class R: (MF: PGORX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$60.69 USD
+0.96 (1.61%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.83 | 90 |
| 3 months | -10.83 | 90 |
| 6 months | -4.83 | 70 |
| 1 Year | 5.55 | 32 |
| 3 Year | 9.26 | 14 |
| 5 Year | 17.58 | 31 |
| 10 Year | 14.21 | 4 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 62.14 |
| Bear Market (10/07 - 2/09) | -44.45 |
| Bull Market (2/09 - 3/21) | 1,317.16 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.55 |
| 5 Year | 17.57 |
| 10 Year | 14.22 |
| Since Inception | 9.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.83 | NA | NA | NA |
| 2024 | 12.30 | 8.30 | 2.41 | 6.72 |
| 2023 | 13.99 | 14.82 | -4.31 | 14.84 |
| 2022 | -9.17 | -22.03 | -3.25 | 1.42 |
| 2021 | -0.30 | 11.75 | 0.43 | 9.22 |
| 2020 | -11.03 | 28.35 | 12.19 | 7.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.83 | 32.94 | 43.82 | -30.51 | 22.22 | 38.06 | 36.04 | 2.04 | 30.66 | 6.02 | 0.81 |
| % Total Return Rel to Index | -6.56 | 7.91 | 17.57 | -12.31 | -6.45 | 19.66 | 4.55 | 6.43 | 8.86 | -5.90 | -0.57 |
| % Total Return Rel to Peer | -5.80 | 13.54 | 20.82 | -10.81 | 0.16 | 18.14 | 7.61 | 8.90 | 9.98 | -1.79 | 2.41 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.05 |
| Capital Gains ($) | 0.00 | 3.19 | 0.27 | 2.96 | 5.32 | 1.72 | 1.49 | 2.38 | 0.51 | 0.00 | 1.25 |
| Expense Ratio | 0.00 | 1.17 | 1.15 | 1.17 | 1.24 | 1.30 | 1.28 | 1.16 | 1.18 | 1.33 | 1.34 |
* 1 = Top 20%, 5 = Bottom 20%