Putnam Fund For Growth & Income Fund Class A

 (MUTF:PGRWX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.23%  
1 week   +0.37%
   
4 week   +8.37%
   
3 month   +2.13%
   
YTD   +10.34%
   
1 year   +14.36%
   
3 years*   +22.55%
   
5 years*   +14.49%
   
*annualized
Best 3 month return+32.08%  
Worst 3 month return-27.87%  

Morningstar statistics

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

Key statistics

Total assets5.60B 
Front load5.75%  
Deferred load-  
Expense ratio1.04%  
Management fee-  
Fund familyPutnam 

Asset allocation

Cash5.40%  
Stocks94.39%  
Bonds0.00%  
Preferred0.09%  
Other0.13%  

Purchase information

Initial$0  
21.96+0.15(0.69%)
Nov 21, 4:00PM EST Overall Morningstar RatingTM

Description

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.
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,MA02266, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -2.61 -1.36 -2.89 -2.15
Beta* 1.03 1.11 1.12 1.09
Mean annual return 1.19 1.61 1.29 0.63
R-squared* 94.02 92.29 96.58 96.12
Standard deviation 8.81 10.50 15.01 16.30
Sharpe ratio 1.61 1.83 1.03 0.36
* Against standard index

Top 10 holdings

Security Net Assets  
JPMorgan Chase & Co (JPM) 2.98%  
Wells Fargo & Co (WFC) 2.27%  
Citigroup Inc (C) 2.19%  
Exxon Mobil Corporation (XOM) 2.01%  
Bank of America Corporation (BAC) 1.71%  
Merck & Co Inc (MRK) 1.66%  
Pfizer Inc (PFE) 1.54%  
Royal Dutch Shell PLC ADR Class A (RDS.A) 1.52%  
CVS Health Corp (CVS) 1.48%  
Johnson & Johnson (JNJ) 1.46%