PGROPutnam VT Large Cap Growth Fund

Grow my money5y track recordRanked #1,218 of 3,055 in this goal

Seeks capital appreciation.

By Franklin Templeton Investments · Launched 2021

Annual Cost

0.49%

#2,575 of 6,040 · average

Fund Size

$212M

#2,402 of 6,040 · mid-size

Return (1Y)

+5.6%

Track Record

5 years

#2,343 of 6,040 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,640+6.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Factor

Growth

Holdings

By weight

Concentration

Top 10 holdings = 63.3% of fundconcentrated

NVIDIA Corp.

13.8%

Apple, Inc.

10.2%

Microsoft Corp.

7.9%

Broadcom, Inc.

6.3%

Alphabet, Inc.

5.9%

Amazon.com, Inc.

4.5%

Meta Platforms, Inc.

4.5%

Tesla, Inc.

3.7%

Eli Lilly & Co.

3.4%

Mastercard, Inc.

3.0%

Asset allocation

Stocks

99.6%

Cash

0.4%

By sector

Technology

52.0%

Communication

16.8%

Consumer Cyclical

7.7%

Healthcare

7.4%

Financial Services

6.2%

Industrials

5.8%

Basic Materials

2.4%

Consumer Defensive

1.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

18.0%Moderate

Year-on-year price swings

Max drawdown

-34.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.87Decent risk-adjusted returns

Sortino (3Y)

1.27Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests mainly in common stocks of large U.S. companies, focusing on growth stocks expected to grow faster than similar firms. Under normal circumstances, invests at least 80% of net assets in companies similar in size to those in the Russell 1000 Growth Index.
Inception date: May 25, 2021
Fund family: Franklin Templeton Investments