Putnam Fund For Growth & Income Fund Class A

 (MUTF:PGRWX)   Watch this mutual fund  
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Trailing returns

1 day
1 week
4 week   +8.66%
3 month   +2.05%
YTD   +5.71%
1 year
3 years*   +5.90%
5 years*   +10.29%
Best 3 month return+32.08%  
Worst 3 month return-27.87%  

Morningstar statistics

Morningstar category: Large Value
  Return Risk Rating
3 years Below Average Average
5 years Below Average Above Average
10 years Below Average Average
Overall Below Average Average
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets4.70B 
Front load5.75%  
Deferred load-  
Expense ratio0.94%  
Management fee-  
Fund familyPutnam 

Asset allocation


Purchase information

Jul 26, 8:00PM EDT Overall Morningstar RatingTM


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, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
Fund filings (PDF) »
Asset manager:
Robert Ewing (Started: Nov 26, 2008)
Advisor Company:
Putnam Investment Management, LLC
Fund family reports on Morningstar »
Putnam, One Post Office Square, Boston,MA 02109, USA


  1 year 3 years 5 years 10 years  
Alpha* -9.04 -4.71 -4.05 -3.28
Beta* 1.05 1.04 1.13 1.09
Mean annual return -0.33 0.63 0.81 0.48
R-squared* 92.27 93.55 94.49 95.79
Standard deviation 15.92 12.16 14.06 16.92
Sharpe ratio -0.26 0.61 0.68 0.28
* Against standard index

Top 10 holdings

Security Net Assets  
JPMorgan Chase & Co (JPM) 3.47%  
Wells Fargo & Co (WFC) 2.19%  
Citigroup Inc (C) 2.12%  
Royal Dutch Shell PLC ADR Class A (RDS.A) 2.02%  
Microsoft Corp (MSFT) 1.86%  
Northrop Grumman Corp (NOC) 1.82%  
American International Group Inc (AIG) 1.81%  
Bank of America Corporation (BAC) 1.80%  
Pfizer Inc (PFE) 1.69%  
Cisco Systems Inc (CSCO) 1.56%