Nasdaq - Delayed Quote • USD
Putnam Small Cap Growth Fund Class M (PSGMX)
At close: November 25 at 8:01 PM EST
Fund Summary
The investment seeks capital appreciation. The fund invests mainly in common stocks of small U.S. companies, with a focus on growth stocks. Growth stocks are stocks of 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 46.82% |
| Worst 1Y Total Return | -43.47% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 13.03% |
| 5y Average Return | 7.91% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.15 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PSGMX | Category Average | PSGMX | Category Average | PSGMX | Category Average | |
| Alpha | 1.55 | -0.02 | -1.57 | 0.01 | -2.61 | -0.02 |
| BETA | 1.15 | 0.01 | 1.16 | 0.01 | 1.26 | 0.01 |
| Mean Annual Return | 1.51 | 0.02 | 0.92 | 0.02 | 1.21 | 0.01 |
| R-squared | 67.42 | 0.78 | 67.91 | 0.73 | 75.82 | 0.73 |
| Standard Deviation | 16.86 | 0.26 | 16.83 | 0.21 | 18.19 | 0.19 |
| Sharpe Ratio | 0.98 | 0.01 | 0.59 | 0.01 | 0.77 | 0.01 |
| Treynor Ratio | 14.36 | 0.15 | 7.74 | 0.17 | 10.38 | 0.11 |
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