POGBX Mutual Fund

POGBX Mutual Fund

NAV$47.54
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Fund Essentials

Net Assets
-
Expense Ratio
1.65%
Dividend Yield (Current)
-
Holdings
50
Inception Date
Aug 1, 1997
Fund Family
Putnam Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+20.60%
1 Year+30.44%
3 Year+6.91%
5 Year+16.55%
10 Year+12.73%

Asset Allocation

Stocks: 98.42%
Cash: 1.25%
Other: 0.34%

Top Holdings

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Dividend Summary

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Frequency
Annually
Latest Distribution
$5.32
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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POGBX Mutual Fund Overview

POGBX Mutual Fund (Putnam Large Cap Growth Fund Class B) is managed by Putnam Investments. POGBX expense ratio is 1.65%, holding 50 positions across various sectors. Inception date: 1997-08-01.

POGBX performance shows a YTD return of 20.60%. The 1-year return is 30.44% and the 5-year return is 16.55%.

POGBX top holdings include a diversified portfolio. View all POGBX holdings, sector breakdown, or dividend history.

POGBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POGBX alternatives are available via the screener, along with tax-loss harvesting opportunities.