POGCX Performance — Putnam Large Cap Growth Fund, Class C

Data updated: 2026-10-13

POGCX returned −0.20% year to date and +5.03% over one year to Jul 2026. Annualised returns are +17.09% over 3 years and +9.49% over 5 years. The fund trailed its US Large Growth category average: $100 invested three years ago grew to $161, against $166 for the category, and to $105 over one year, against $111. Volatility over the past three years was 17.34% a year. In the 12 months to Jul 2026 the fund took in a net $640.8M, and assets reached $13.49B.

POGCX 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.

PeriodPOGCXCategory average
1 year (Aug 2025 – Jul 2026)$105$111
3 years (Aug 2023 – Jul 2026)$161$166
5 years (Aug 2021 – Jul 2026)$157$158
Since data start (Aug 2019 – Jul 2026)$266$261

POGCX Trailing Returns

Total returns to Jul 2026, from SEC N-PORT.

PeriodTotal return
YTD−0.20%
1 year+5.03%
3 years (annualised)+17.09%
5 years (annualised)+9.49%

POGCX 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.

YearTotal return
2026 (Jan–Jul)−0.20%
2025+18.14%
2024+36.95%
2023+28.88%
2022−21.86%
2021+21.38%
2020+25.12%
2019 (Aug–Dec)+7.52%

POGCX Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2026−1.2%−3.3%−5.7%+12.7%+6.9%−2.2%−6.0%—————
2025+6.0%+2.0%−9.2%−3.6%+8.0%+6.3%+3.4%+0.6%+4.2%+3.3%−2.0%−0.8%
2024+11.4%−4.6%+1.9%+6.6%−2.6%+6.8%+6.3%−0.9%+2.9%+2.0%+1.8%+1.4%
2023+4.4%+1.7%+7.2%−1.2%+2.1%+6.6%+5.9%−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%+5.0%−9.6%−4.9%+7.4%−7.6%
2021+8.5%+7.1%−0.1%+0.7%+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%−0.9%−0.6%+3.7%+2.8%

POGCX Risk

Risk measures from monthly returns over Aug 2023 – Jul 2026.

  • 3-year volatility (annualised): 17.34%
  • 3-year Sharpe ratio: 0.73 (vs 4.5% risk-free rate)
  • Best month: +12.73% (Apr 2026)
  • Worst month: −9.25% (Mar 2025)

POGCX 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×
MonthSalesRedemptionsNet 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

POGCX Assets Under Management

Net assets of Putnam Large Cap Growth Fund by report date, from SEC N-PORT filings.

Report dateNet 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.