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PGRWX:NASDAQ

Putnam Fund For Growth & Income Fund Class A – PGRWX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
17.630.20 (+1.15%)12.65 - 17.630.0

Market data as of 8:00PM 05/17/13. Quotes are delayed by at least 15 min.

Overview - PGRWX

The investment seeks capital growth and current income. The fund invests mainly in common stocks of large U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the advisor believes are currently undervalued by the market. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.

Growth of $10,000 (10 Years)

Total Return11.04%
Yield (Trailing 12 Mo.)1.36%
Expense Ratio1.10%
Front Load5.75%
Deferred LoadNone
Minimum Investment$0.00
Management Tenure4 Years
Fund Inception11/06/1957

Trailing Total Returns - PGRWX

as of 04/30/2013
TimeframePGRWXS&P 500Large Value
1 Month2.00%1.93%1.90%
3 Month6.95%7.18%7.05%
Year-to-Date13.72%12.74%13.33%
1 Year20.54%16.89%18.19%
3 Year11.01%12.80%11.13%
5 Year4.63%5.21%3.95%
10 Year6.21%7.88%7.76%
Since Inception11.04%10.38%--

Sector Allocation - PGRWX

as of 04/30/2013
Basic Materials
 
4.32%
Consumer Cyclical
 
8.11%
Financial Services
 
23.94%
Real Estate
 
0.11%
Consumer Defensive
 
5.32%
Healthcare
 
14.19%
Utilities
 
4.04%
Communication Services
 
4.50%
Energy
 
14.49%
Industrials
 
10.67%
Technology
 
10.31%

Asset Allocation - PGRWX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
89.3389.33
Bond0.00
 
 
0.000.00
Other0.35
 
 
0.860.51
Foreign Stock0.00
 
 
9.099.09
Foreign Bond0.00
 
 
0.000.00
Total0.3599.2898.93
Cash0.00
 
 
0.790.79
Total Net Assets$4.89B
Total Stock Holdings198
Total Bond Holdings0

Top Ten Holdings - PGRWX

as of 04/30/2013
CompanyYTD Return% of Assets
JPM10.55%3.49%
C15.98%2.49%
PFE16.19%2.45%
JNJ21.03%2.27%
WFC10.33%2.04%
CVX12.05%1.83%
MRK12.65%1.81%
BAC4.65%1.75%
HON14.92%1.51%
GE6.43%1.40%

Valuation & Growth - PGRWX

as of 04/30/2013
ValuationPGRWXCategory Range
Price/Earnings14.45
Price/Book1.60
Price/Sales1.11
Price/Cash Flow7.74
Dividend Yield2.41
LT Earnings9.28
Historical Earnings12.04
Sales Growth-1.18
Cash-Flow Growth2.12
Book-Value Growth4.81
Key:  Lo 
 Hi

Morningstar Summary - PGRWX, 3 Year

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

Tax Analysis - PGRWX, 3 Year Avg

Pretax Return11.01%
Tax-adjusted Return8.41%
Tax Cost Ratio0.39%
Potential Cap Gains-17.13%

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