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Putnam Small Cap Growth Fund Class R6: (MF: PLKGX)
(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET
$80.31 USD
+1.06 (1.34%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.30 | 11 |
| 3 months | 2.20 | 2 |
| 6 months | -11.03 | 22 |
| 1 Year | 6.94 | 8 |
| 3 Year | 13.03 | 2 |
| 5 Year | 11.39 | 39 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -4.67 |
| 5 Year | 15.31 |
| 10 Year | NA |
| Since Inception | 10.59 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.36 | NA | NA | NA |
| 2024 | 16.09 | -0.71 | 9.95 | -2.57 |
| 2023 | 7.06 | 8.30 | -4.35 | 11.24 |
| 2022 | -15.66 | -17.68 | 0.16 | 3.80 |
| 2021 | 3.18 | 3.43 | 4.01 | 3.18 |
| 2020 | -17.95 | 32.53 | 10.99 | 22.75 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.30 | 23.47 | 23.37 | -27.82 | 14.55 | 48.15 | 38.14 | -2.07 | 20.71 | 8.94 |
| % Total Return Rel to Index | -3.36 | -1.54 | -2.86 | -9.61 | -14.13 | 29.74 | 6.65 | 2.31 | -1.07 | -2.99 |
| % Total Return Rel to Peer | 3.71 | 11.55 | 7.29 | -8.30 | -4.76 | 29.15 | 12.71 | 8.70 | 5.11 | -7.00 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 10.33 | 3.34 | 0.94 | 0.68 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.39 | 0.85 | 0.85 | 0.83 | 0.84 | 0.80 | 0.40 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%