PGREX (Putnam Gro & Inc;R6)
Net Asset Value: 17.69
1-Day Return:
0.21 (1.20%)
YTD Return as of 5/17/13: 19.28%
Classification: Large-Cap Value Objective: Growth & Income Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 5/17/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 19.28 | NA | NA | NA | NA |
| Classification | 18.39 | 33.13 | 13.96 | 3.87 | 7.60 |
| Index (S&P 500) | 17.90 | 30.70 | 16.10 | 5.50 | 8.00 |
| % Rank in Class (1-best,100=worst) | 27 | NA | NA | NA | NA |
Fund Stats
More| Investment Objective: | Growth & Income |
|---|---|
| Net Assets ($Mil) | 16.70 |
| Inception Date: | 7/2/12 |
| Manager Name, Tenure | Robert Ewing, 2012 |
| Expense Ratio: | NA% |
|
Sales Charge:
Load Type:
|
Institutional Load 0.00% 0.00% |
Top 10 Holdings (As of 9/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Jpmorgan Chase & Co Ord | JPM | 3.34 |
| Wells Fargo & Co Ord | WFC | 2.67 |
| Pfizer Inc Ord | PFE | 2.64 |
| General Electric Co Ord | GE | 2.51 |
| Citigroup Inc Ord | C | 2.40 |
| Merck & Co Inc Ord | MRK | 2.19 |
| Johnson & Johnson Ord | JNJ | 2.10 |
| Exxon Mobil Corp Ord | XOM | 1.90 |
| Microsoft Corp Ord | MSFT | 1.81 |
| Comcast Corp Ord | CMCSA | 1.54 |
| % of Total Holdings | 23.1 | |
