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Putnam Small Cap Growth Fund Class R6: (MF: PLKGX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:36 PM ET

$87.26 USD

-0.04 (-0.05%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.91 51
3 months 4.41 70
6 months 8.49 63
1 Year 22.30 26
3 Year 18.13 5
5 Year 6.71 40
10 Year 15.99 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.34
5 Year 6.61
10 Year 13.76
Since Inception 11.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.36 13.81 9.51 -2.13
2024 16.09 -0.71 9.95 -2.58
2023 7.06 8.30 -4.35 11.24
2022 -15.66 -17.68 0.16 3.80
2021 3.18 3.43 4.01 3.18

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.919.3423.4723.37-27.8214.5548.1538.14-2.0720.718.94
% Total Return Rel to Index 3.34-8.87-1.54-2.86-9.61-14.1329.746.652.31-1.07-2.99
% Total Return Rel to Peer 0.142.0311.557.29-8.30-4.7629.1512.718.705.11-7.00
% Perf Quintile vs Peer* 3.002.000.001.004.004.001.001.001.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.13
% Yield 0.000.000.000.000.000.000.000.000.000.000.38
Capital Gains ($) 0.000.330.000.000.0010.333.340.940.680.000.00
Expense Ratio 0.000.760.810.850.850.830.840.800.400.000.00

* 1 = Top 20%, 5 = Bottom 20%