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: 98.74%
Cash: 1.26%
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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

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. Go to all POGBX holdings, POGBX sectors, or POGBX dividends.

POGBX can be compared against other funds. Use POGBX overlap to find shared positions, or POGBX vs another fund for a side-by-side view. POGBX alternatives are available via the screener, along with tax-loss harvesting opportunities.