See what your fund actually adds

Putnam Large Cap Growth Fund Class A POGAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

POGAX compared with its replication portfolio
MeasurePOGAXReplication
Annualized growth11.8%14.0%
Annualized volatility20.7%20.7%
Sharpe ratio0.640.74
Maximum drawdown34.2%33.6%
Replication fit (R²)0.98 · Tracking error 2.5%

Replication portfolio

The published portfolio below is the investable basket used to model POGAX’s historical return behavior.

POGAX replication basket weights
TickerBuilding blockWeight
VUGStyle · Growth78.4%
MTUMFactor · Momentum10.9%
XLKSector · Technology7.7%
XLVSector · Healthcare2.9%