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PGORX:NASDAQ

Putnam Growth Opportunities Fund Class R – PGORX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
20.69-0.06 (-0.29%)16.12 - 20.990.0

Market data as of 6:05PM 05/23/13. Quotes are delayed by at least 15 min.

Overview - PGORX

The investment seeks capital appreciation. The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Growth stocks are 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. The manager may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in the industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.

Growth of $10,000 (10 Years)

Total Return6.60%
Yield (Trailing 12 Mo.)0.04%
Expense Ratio1.41%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure3 Years
Fund Inception01/21/2003

Trailing Total Returns - PGORX

as of 04/30/2013
TimeframePGORXS&P 500Large Growth
1 Month0.56%1.93%1.25%
3 Month4.35%7.18%5.16%
Year-to-Date9.27%12.74%10.16%
1 Year10.29%16.89%10.56%
3 Year10.58%12.80%10.86%
5 Year7.01%5.21%4.47%
10 Year6.18%7.88%7.60%
Since Inception6.60%10.38%--

Sector Allocation - PGORX

as of 04/30/2013
Basic Materials
 
4.38%
Consumer Cyclical
 
15.75%
Financial Services
 
7.22%
Real Estate
 
0.00%
Consumer Defensive
 
9.51%
Healthcare
 
14.35%
Utilities
 
0.78%
Communication Services
 
2.02%
Energy
 
7.17%
Industrials
 
11.54%
Technology
 
27.27%

Asset Allocation - PGORX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
92.3492.34
Bond0.00
 
 
0.000.00
Other0.10
 
 
0.380.27
Foreign Stock0.00
 
 
6.346.34
Foreign Bond0.00
 
 
0.000.00
Total0.1099.0698.95
Cash0.00
 
 
1.041.04
Total Net Assets$367.37M
Total Stock Holdings123
Total Bond Holdings0

Top Ten Holdings - PGORX

as of 04/30/2013
CompanyYTD Return% of Assets
AAPL-16.96%5.78%
GOOG15.98%3.51%
QCOM0.50%2.79%
V9.74%2.11%
HON14.92%1.95%
BAX4.05%1.82%
EMC-11.23%1.82%
PCLN11.87%1.82%
MON11.41%1.76%
PM15.40%1.75%

Valuation & Growth - PGORX

as of 04/30/2013
ValuationPGORXCategory Range
Price/Earnings18.81
Price/Book2.94
Price/Sales1.89
Price/Cash Flow12.03
Dividend Yield1.25
LT Earnings13.81
Historical Earnings24.35
Sales Growth7.57
Cash-Flow Growth13.27
Book-Value Growth9.84
Key:  Lo 
 Hi

Morningstar Summary - PGORX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAbove Avg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - PGORX, 3 Year Avg

Pretax Return10.58%
Tax-adjusted Return10.57%
Tax Cost Ratio0.01%
Potential Cap Gains18.56%

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