PGIVX : Putnam Focused Equity Fund Class B

PGIVX is a US Stocks Market Large Growth with HIGH fees.

PGIVX

Putnam Focused Equity Fund Class B

FI Score

20 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

20% FI Score
  • pgivx
  • Mutual Fund
  • US Stocks
  • Large Growth

Putnam Focused Equity Fund Class B

Expenses: 2.03% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund invests mainly in equity securities (growth or value or both) of large and midsize companies that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80% of its net assets in equity investments, including common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). The fund is non-diversified.

Largest Holdings

Amount Holding
9.91% Microsoft Corp
8.76% Amazon.com Inc
5.65% NextEra Energy Inc
5.41% Apple Inc
5.37% Constellation Brands Inc A
5.35% Apollo Global Management Inc Class A
5.17% Merck & Co Inc
4.91% Honeywell International Inc
4.89% Union Pacific Corp
4.81% Danaher Corp
4.63% Visa Inc Class A
4.55% Northrop Grumman Corp
4.52% Goldman Sachs Group Inc
4.46% Walmart Inc
4.30% Waste Connections Inc
4.07% Alphabet Inc Class C
3.52% Vertex Pharmaceuticals Inc
3.29% Activision Blizzard Inc
2.20% Okta Inc A
2.03% NXP Semiconductors NV
0.14% Allstate Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo