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Putnam Small Cap Growth Fund Class R Shs: (MF: PSGRX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:34 PM ET

$86.99 USD

+0.61 (0.71%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 15.24 65
3 months 0.31 93
6 months 10.03 66
1 Year 20.47 76
3 Year 16.53 18
5 Year 7.36 43
10 Year 14.56 3

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 138.15
Bear Market (10/07 - 2/09) -57.73
Bull Market (2/09 - 3/21) 1,164.35

Load Adjusted Returns as of Jul 31, 2026

1 Year 37.05
5 Year 9.96
10 Year 16.53
Since Inception 11.83

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.34 28.71 NA NA
2025 -10.50 13.61 9.34 -2.28
2024 15.92 -0.88 9.79 -2.74
2023 6.88 8.13 -4.52 11.07
2022 -15.79 -17.82 0.00 3.65
2021 3.01 3.27 3.86 3.00

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.238.6422.6722.56-28.2713.8247.1937.23-2.7219.888.21
% Total Return Rel to Index 18.06-9.57-2.35-3.68-10.06-14.8528.795.741.67-1.90-3.72
% Total Return Rel to Peer 7.291.3410.746.48-8.75-5.4828.1911.808.054.28-7.73
% Perf Quintile vs Peer* 1.003.001.001.005.004.001.001.001.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.330.000.000.0010.333.340.940.680.000.00
Expense Ratio 0.001.371.461.501.491.461.491.461.501.461.47

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