Nasdaq - Delayed Quote USD

Putnam Small Cap Growth Y (PSYGX)

68.01 -0.55 (-0.80%)
At close: 8:06 AM EDT

Fund Summary

The fund invests mainly in common stocks of small U.S. companies, with a focus on growth stocks. Growth stocks are stocks issued by companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. It invests at least 80% of the fund's net assets in companies of a size similar to those in the Russell 2000 Growth Index.

Putnam Small Cap Growth Y

Boston MA 02109
One Post Office Square

Fund Overview

Category Small Growth
Fund Family Franklin Templeton Investments
Net Assets 1.8B
YTD Return 16.07%
Yield 0.00%
Morningstar Rating
Inception Date Mar 18, 2002

Fund Operations

Last Dividend 0.08
Last Cap Gain 16.00
Holdings Turnover 48.00%
Average for Category --

Fees & Expenses

Expense PSYGX Category Average
Annual Report Expense Ratio (net) 2.00% 1.21%
Prospectus Net Expense Ratio 2.00% --
Prospectus Gross Expense Ratio 2.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

William J. Monroe, Lead Manager since March 31, 2017
Mr. Monroe is a Portfolio Manager and has been in the investment industry since 1996. Prior to joining Putnam, Mr. Monroe was a Senior Investment Analyst for Federated Investors from 2008 to 2012; a Senior Investment Analyst for American Century Investment Management from 2002 to 2008; an Investment Analyst for Mercer Investment Consulting from 1997 to 1999; and a Fund Accountant for Bisys Investment Services from 1996 to 1997. Mr. Monroe earned an M.B.A. from University of Chicago, Booth School of Business, and a B.S. degree in Finance from Miami University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers

WWWFX Kinetics Internet No Load
74.27
+1.99%
 
KINAX Kinetics Internet Adv A
67.11
+1.99%
 
KINCX Kinetics Internet Adv C
54.90
+1.99%
 
TORIX Tortoise Energy Infrastructure Total Return Fund
15.56
+1.70%
 
TORTX Tortoise Energy Infrastructure Total Return Fund
15.31
+1.66%
 
EIPFX EIP Growth and Income Investor
15.97
+1.53%
 
EIPIX EIP Growth and Income I
16.02
+1.52%
 
BIVRX Invenomic Investor
18.69
+1.47%
 
BIVSX Invenomic Super Institutional
19.39
+1.47%
 
BIVIX Invenomic Institutional
19.11
+1.43%
 
RMLPX Recurrent MLP & Infrastructure Class I
22.69
+1.43%
 
FSPCX Fidelity Select Insurance Port
80.93
+1.20%
 
AXVNX Acclivity Small Cap Value N
18.14
+1.17%
 
AXVIX Acclivity Small Cap Value I
17.91
+1.13%
 
FSTCX Fidelity Select Telecommunications Port
42.67
+1.04%
 
FTUTX Fidelity Advisor Telecommunications M
41.97
+1.04%
 
FTVSX FullerThaler Behav Md-Cp Val Instl
31.43
+1.03%
 
FMGIX Frontier MFG Core Infrastructure Fund
16.15
+1.03%
 
FCIVX Frontier MFG Core Infrastructure Service
16.17
+1.03%
 
FTVZX FullerThaler Behav Md-Cp Val R6
31.46
+1.03%
 
FTUAX Fidelity Advisor Telecommunications A
42.31
+1.03%
 
CSVIX Calvert Small-Cap I
33.47
+1.03%
 
FIJGX Fidelity Advisor Telecommunications Z
42.42
+1.02%
 
FTUIX Fidelity Advisor Telecommunications I
42.56
+1.02%
 
FTVCX FullerThaler Behav Md-Cp Val C
31.11
+1.01%
 
FTUCX Fidelity Advisor Telecommunications C
42.20
+1.01%
 
FTVAX FullerThaler Behav Md-Cp Val A
31.29
+1.00%
 
FTVNX FullerThaler Behav Md-Cp Val Investor
31.30
+1.00%
 
CALRX Calvert Small-Cap R6
33.47
+1.00%
 
CCVAX Calvert Small-Cap A
30.55
+0.99%
 
CSCCX Calvert Small-Cap C
24.93
+0.97%
 
HWLAX Hotchkis & Wiley Large Cap Value A
42.36
+0.93%
 
HWLZX Hotchkis & Wiley Large Cap Value Z
42.61
+0.92%
 
HWLIX Hotchkis & Wiley Large Cap Value I
42.62
+0.92%
 
NECOX Natixis Oakmark C
21.90
+0.92%
 
HWLCX Hotchkis & Wiley Large Cap Value C
42.04
+0.91%
 
NOANX Natixis Oakmark N
31.18
+0.91%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
20.09
+0.90%
 
NEFOX Natixis Oakmark A
28.62
+0.88%
 
HWSAX Hotchkis & Wiley Small Cap Value A
75.89
+0.88%
 
NEOYX Natixis Oakmark Y
31.07
+0.88%
 
HWSIX Hotchkis & Wiley Small Cap Value I
76.45
+0.87%
 
HWSZX Hotchkis & Wiley Small Cap Value Z
76.46
+0.87%
 
HWCAX Hotchkis & Wiley Diversified Value A
30.21
+0.87%
 
HWCCX Hotchkis & Wiley Diversified Value C
30.29
+0.87%
 
GLIFX Lazard Global Listed Infrastructure Inst
15.16
+0.86%
 
GLFOX Lazard Global Listed Infrastructure Open
15.17
+0.86%
 
HWSCX Hotchkis & Wiley Small Cap Value C
57.56
+0.86%
 
HWCIX Hotchkis & Wiley Diversified Value I
30.06
+0.84%
 
KMKYX Kinetics Market Opportunities Inst
49.34
+0.84%
 
FIJCX Fidelity Advisor Consumer Staples Z
90.95
+0.83%
 
KMKNX Kinetics Market Opportunities No Load
48.52
+0.83%
 
FDTGX Fidelity Advisor Consumer Staples M
88.97
+0.83%
 
KMKCX Kinetics Market Opportunities Adv C
45.17
+0.83%
 
KMKAX Kinetics Market Opportunities Adv A
47.66
+0.83%
 
FDCGX Fidelity Advisor Consumer Staples C
87.11
+0.82%
 
FDIGX Fidelity Advisor Consumer Staples I
91.06
+0.82%
 
FDFAX Fidelity Select Consumer Staples Port
91.35
+0.82%
 
FDAGX Fidelity Advisor Consumer Staples A
90.13
+0.82%
 
TFIFX T. Rowe Price Financial Services Fund
37.67
+0.80%
 
PRISX T. Rowe Price Financial Services
37.77
+0.80%
 
DHLTX Diamond Hill Select I
23.67
+0.77%
 
DHTYX Diamond Hill Select Y
23.80
+0.76%
 
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
 
NAEFX New Alternatives Investor
58.83
+0.74%
 
DSCPX Davenport Small Cap Focus
17.81
+0.74%
 
DHTAX Diamond Hill Select Inv
23.30
+0.73%
 
HULEX Huber Select Large Cap Value Instl
30.23
+0.73%
 
NALFX New Alternatives A
59.14
+0.73%
 
HULIX Huber Select Large Cap Value Inv
30.27
+0.73%
 
AUERX Auer Growth
15.17
+0.73%
 
LMVYX Lord Abbett Focused Small Cap Value I
27.69
+0.73%
 
LMVVX Lord Abbett Focused Small Cap Value R5
27.69
+0.73%
 
LMVOX Lord Abbett Focused Small Cap Value F3
27.77
+0.73%
 
LMVWX Lord Abbett Focused Small Cap Value R6
27.77
+0.73%
 
LFSFX Lord Abbett Focused Small Cap Value F
27.85
+0.72%
 
LFVCX Lord Abbett Focused Small Cap Value C
26.69
+0.72%
 
LFVAX Lord Abbett Focused Small Cap Value A
25.34
+0.72%
 
CNPIX Consumer Staples UltraSector ProFund Inv
68.69
+0.69%
 
FSHCX Fidelity Select Health Care Svcs Port
123.93
+0.68%
 
THORX Thornburg Global Opportunities Fund
35.64
+0.68%
 
THOCX Thornburg Global Opportunities Fund
34.27
+0.68%
 
FAFCX Fidelity Advisor Financials C
26.83
+0.68%
 
THOVX Thornburg Global Opportunities Fund
35.79
+0.68%
 
APDKX Artisan International Value Fund
46.23
+0.68%
 
LKBLX LK Balanced Institutional
53.69
+0.68%
 
CNPSX Consumer Staples UltraSector ProFund Svc
59.70
+0.67%
 
ARTKX Artisan International Value Investor
46.31
+0.67%
 
FFSIX Fidelity Advisor Financials I
29.98
+0.67%
 
APHKX Artisan International Value Fund
46.47
+0.67%
 
FAFSX Fidelity Advisor Financials M
28.55
+0.67%
 
THOAX Thornburg Global Opportunities Fund
36.08
+0.67%
 
THOIX Thornburg Global Opportunities Fund
36.25
+0.67%
 
THOFX Thornburg Global Opportunities Fund
36.31
+0.67%
 
THOGX Thornburg Global Opportunities Fund
36.41
+0.66%
 
FAFDX Fidelity Advisor Financials A
28.93
+0.66%
 
FIKBX Fidelity Advisor Financials Z
29.93
+0.64%
 
FGJMX Fidelity Advisor Communication ServicesI
95.04
+0.64%
 
FBMPX Fidelity Select Communication Services
95.05
+0.64%
 
FGKMX Fidelity Advisor Communication ServicesZ
95.65
+0.63%