2 / 5 Stars
3 4 1 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#52 in Small Growth
U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.82 percent over the past year, 13.61 percent over the past three years, 20.66 percent over the past five years, and 6.72 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||6.7%|
The investment seeks capital appreciation. The fund invests mainly in common stocks of small 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. It mainly invests in small companies of a size similar to those in the Russell 2000 Growth Index.
Fees are Above Average compared to funds in the same category.
Putnam Small Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.