B
Putnam Focused Equity Fund Class R PGIOX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings PGIOX-NASDAQ Click to
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Rating B
Reward Index Good
Reward Grade B
Risk Index Fair
Risk Grade C
Company Info PGIOX-NASDAQ Click to
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Provider Franklin Templeton Investments
Manager/Tenure (Years) Jacquelyne J. Cavanaugh (5), Robert Gray (1), William C Rives (0)
Website http://www.franklintempleton.com
Fund Information PGIOX-NASDAQ Click to
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Fund Name Putnam Focused Equity Fund Class R
Category Large Blend
Sub-Category US Equity Large Cap Blend
Prospectus Objective Growth and Income
Inception Date Dec 18, 2008
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares PGIOX-NASDAQ Click to
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Dividend Yield 0.00%
Dividend PGIOX-NASDAQ Click to
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Dividend Yield (Forward) 1.27%
Asset Allocation PGIOX-NASDAQ Click to
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Cash 0.51%
Stock 99.22%
U.S. Stock 92.41%
Non-U.S. Stock 6.81%
Bond 0.27%
U.S. Bond 0.27%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History PGIOX-NASDAQ Click to
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7-Day Total Return 0.96%
30-Day Total Return 4.55%
60-Day Total Return 5.69%
90-Day Total Return 11.88%
Year to Date Total Return 14.43%
1-Year Total Return 19.27%
2-Year Total Return 56.59%
3-Year Total Return 82.10%
5-Year Total Return 116.30%
Price PGIOX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV PGIOX-NASDAQ Click to
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Nav $37.66
1-Month Low NAV $35.85
1-Month High NAV $37.66
52-Week Low NAV $27.68
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $37.66
52-Week High Price (Date) Sep 19, 2025
Beta / Standard Deviation PGIOX-NASDAQ Click to
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Beta 0.96
Standard Deviation 14.92
Balance Sheet PGIOX-NASDAQ Click to
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Total Assets 698.71M
Operating Ratios PGIOX-NASDAQ Click to
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Expense Ratio 1.36%
Turnover Ratio 30.00%
Performance PGIOX-NASDAQ Click to
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Last Bull Market Total Return 21.86%
Last Bear Market Total Return -14.83%