Morningstar

Putnam Small Cap Growth Fund Class R PSGRX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 83.04  /  +1.35 %
  • Total Assets 2.9B
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.360%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 83%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PSGRX

Will PSGRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Small Cap Growth R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PSGRX

More PSGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Halozyme Therapeutics Inc

2.32 69M
Healthcare

Enova International Inc

2.21 66M
Financial Services

Huron Consulting Group Inc

2.20 65M
Industrials

RBC Bearings Inc

2.13 63M
Industrials

DigitalOcean Holdings Inc

2.07 61M
Technology

BrightSpring Health Services Inc

1.99 59M
Healthcare

Applied Industrial Technologies Inc

1.85 55M
Industrials

Covista Inc

1.78 53M
Consumer Defensive

Aritzia Inc Shs Subord Voting

1.66 49M
Consumer Cyclical

ACI Worldwide Inc

1.64 49M
Technology

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