Putnam Large Cap Growth Fund
Putnam Investment Funds · 5 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
Putnam Large Cap Growth Fund is an actively managed U.S. equity fund. 33% of POGAX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 97% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
- Features
- Non-diversified
Fund profile
As filed in the prospectus · 2025 Q4
The fund seeks capital appreciation.
The fund invests mainly in common stocks of large U.S. companies, focusing on growth stocks whose earnings are expected to outpace peers and whose valuations, financial strength, competitive position, and projected cash flows suggest potential for price appreciation. The fund maintains at least 80% of net assets in companies comparable in size to those in the Russell 1000 Growth Index. Because the fund is non-diversified, it may concentrate a greater percentage of assets in fewer issuers than a diversified fund, which concentrates risk in those holdings.
| Share class | Expense ratio |
|---|---|
| POGAX | 0.93% |
| POGCX | 1.69% |
| PGORX | 1.19% |
| PGOYX | 0.68% |
| C000118093 | 0.70% |
| C000118094 | 0.60% |
Portfolio turnover 34.00% · as of 2025 Q4
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 98.78% |
| Other | 1.26% |
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Information Technology | 48.0% |
| Communication Services | 13.2% |
| Consumer Discretionary | 9.6% |
| Health Care | 6.7% |
| 9 smaller | 22.4% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +27.81% | +92.70% | +78.51% | 18.12% | -12.35% | |
| — | — | — | — | — | |
| +26.84% | +88.33% | +71.96% | 18.12% | -12.48% | |
| +27.49% | +91.22% | +76.30% | 18.11% | -12.41% | |
| +28.14% | +94.06% | +80.74% | 18.13% | -12.33% | |
| +28.11% | +94.04% | +80.72% | 18.11% | -12.34% | |
| +28.22% | +94.61% | +81.62% | 18.13% | -12.32% |
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| NVDA | NVIDIA Corp.NVDA | 13.78% | $199.57 | $1.88B | 9.4M |
| AAPL | Apple, Inc.AAPL | 9.66% | $271.35 | $1.32B | 4.9M |
| MSFT | Microsoft Corp.MSFT | 7.50% | $407.78 | $1.02B | 2.5M |
| AVGO | Broadcom, Inc.AVGO | 7.26% | $417.43 | $990.47M | 2.4M |
| GOOG | Alphabet, Inc.GOOG | 7.06% | $381.94 | $963.21M | 2.5M |
| AMZN | Amazon.com, Inc.AMZN | 5.07% | $265.06 | $691.82M | 2.6M |
| META | Meta Platforms, Inc.META | 4.50% | $611.91 | $613.60M | 1.0M |
| LLY | Eli Lilly & Co.LLY | 3.06% | $934.60 | $417.53M | 446.8K |
| TSLA | Tesla, Inc.TSLA | 3.06% | $381.63 | $417.44M | 1.1M |
| MA | Mastercard, Inc.MA | 2.67% | $502.92 | $364.40M | 724.6K |
Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.
Top 10 positions are 63.59% of net assets, top 25 86.92%, across 49 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
Sign in free