POGBX Performance — Putnam Large Cap Growth Fund, Class B
Data updated: 2026-10-13
POGBX returned +30.64% over one year to Oct 2024. Over one year the fund beat its US Large Growth category average: $100 grew to $131, against $125 for the category. Volatility over the past 12 months was 17.68% a year. In the 12 months to Jul 2026 the fund took in a net $640.8M, and assets reached $13.49B.
POGBX Growth of $100
What $100 invested in Putnam Large Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | POGBX | Category average |
|---|---|---|
| 1 year (Sep 2023 – Oct 2024) | $131 | $125 |
| 3 years (Sep 2021 – Oct 2024) | $118 | $114 |
| 5 years (Sep 2019 – Oct 2024) | $209 | $197 |
| Since data start (Aug 2019 – Oct 2024) | $214 | $195 |
POGBX Trailing Returns
Total returns to Oct 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +30.64% |
3- and 5-year figures withheld: disagrees with sibling classes.
POGBX Annual Returns
Calendar-year total returns of Putnam Large Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Oct) | +30.15% |
| 2023 | +28.85% |
| 2022 | −21.89% |
| 2021 | +21.32% |
| 2020 | +25.16% |
| 2019 (Aug–Dec) | +7.61% |
POGBX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +11.4% | −4.6% | +1.9% | +6.6% | −2.6% | +6.7% | +6.3% | — | — | +2.1% | — | — |
| 2023 | +4.4% | +1.7% | +7.2% | −1.2% | +2.1% | +6.6% | +5.8% | −0.9% | −5.7% | −0.8% | +3.2% | +3.9% |
| 2022 | +0.1% | −12.2% | +4.7% | −5.0% | +12.5% | −7.8% | −3.8% | +5.1% | −9.6% | −5.0% | +7.4% | −7.6% |
| 2021 | +8.5% | +7.1% | −0.1% | +0.6% | +3.0% | +6.6% | −2.2% | +7.6% | −6.2% | +3.8% | −8.8% | +1.3% |
| 2020 | +3.5% | +13.5% | −8.9% | −5.9% | +7.4% | +4.5% | +8.1% | −4.6% | −4.5% | +9.3% | −1.0% | +4.0% |
| 2019 | — | — | — | — | — | — | — | +2.3% | −0.8% | −0.5% | +3.7% | +2.8% |
POGBX Risk
Risk measures from monthly returns over Sep 2023 – Oct 2024.
- 1-year volatility (annualised): 17.68%
- Best month: +11.44% (Jan 2024)
- Worst month: −5.71% (Sep 2023)
POGBX Fund Flows
Monthly money in and out of Putnam Large Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $640.8M
- 12-month gross sales (incl. reinvestments): $2.9B
- Sales ÷ redemptions: 1.29×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $276.6M | $175.7M | $100.9M |
| Jun 2026 | $162.3M | $183.1M | −$20.7M |
| May 2026 | $171.3M | $195.1M | −$23.8M |
| Apr 2026 | $194.9M | $184.0M | $11.0M |
| Mar 2026 | $144.7M | $166.8M | −$22.0M |
| Feb 2026 | $246.8M | $194.0M | $52.8M |
| Jan 2026 | $135.4M | $210.7M | −$75.3M |
| Dec 2025 | $811.0M | $235.0M | $575.9M |
| Nov 2025 | $131.3M | $185.3M | −$54.0M |
| Oct 2025 | $351.9M | $180.5M | $171.5M |
| Sep 2025 | $130.1M | $164.8M | −$34.6M |
| Aug 2025 | $127.8M | $168.5M | −$40.7M |
POGBX Assets Under Management
Net assets of Putnam Large Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $13.49B |
| 2026-04-30 | $13.65B |
| 2026-01-31 | $13.21B |
| 2025-10-31 | $13.99B |
| 2025-07-31 | $12.80B |
| 2025-04-30 | $11.02B |
| 2025-01-31 | $12.48B |
| 2024-10-31 | $11.19B |
| 2024-07-31 | $10.84B |
| 2024-04-30 | $9.90B |
| 2024-01-31 | $9.55B |
| 2023-10-31 | $8.01B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.