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Putnam Large Cap Growth Class A: (MF: POGAX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$73.56 USD
+0.20 (0.27%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.59 | 57 |
| 3 months | 17.21 | 20 |
| 6 months | 4.59 | 57 |
| 1 Year | 14.44 | 37 |
| 3 Year | 25.45 | 8 |
| 5 Year | 15.74 | 25 |
| 10 Year | 16.40 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 64.12 |
| Bear Market (10/07 - 2/09) | -44.27 |
| Bull Market (2/09 - 3/21) | 1,414.58 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 8.22 |
| 5 Year | 14.45 |
| 10 Year | 15.76 |
| Since Inception | 9.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.76 | 17.21 | NA | NA |
| 2024 | 12.36 | 8.37 | 2.47 | 6.77 |
| 2023 | 14.08 | 14.90 | -4.27 | 14.94 |
| 2022 | -9.11 | -21.98 | -3.20 | 1.46 |
| 2021 | -0.24 | 11.84 | 0.48 | 9.30 |
| 2020 | -10.98 | 28.40 | 12.27 | 7.84 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.59 | 33.24 | 44.23 | -30.35 | 22.52 | 38.40 | 36.43 | 2.26 | 30.95 | 6.33 | 1.05 |
| % Total Return Rel to Index | -1.61 | 8.21 | 17.98 | -12.14 | -6.15 | 20.00 | 4.94 | 6.66 | 9.16 | -5.59 | -0.33 |
| % Total Return Rel to Peer | -0.55 | 13.84 | 21.23 | -10.65 | 0.46 | 18.48 | 8.00 | 9.12 | 10.27 | -1.48 | 2.65 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.05 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.00 | 0.22 |
| Capital Gains ($) | 0.00 | 3.19 | 0.27 | 2.96 | 5.32 | 1.72 | 1.50 | 2.38 | 0.51 | 0.00 | 1.25 |
| Expense Ratio | 0.47 | 0.92 | 0.90 | 0.92 | 0.99 | 1.05 | 1.03 | 0.91 | 0.93 | 1.08 | 1.09 |
* 1 = Top 20%, 5 = Bottom 20%