PGROPutnam VT Large Cap Growth Fund

Grow my money5y track recordRanked #1,415 of 2,960 in this goal

Seeks capital appreciation.

By Franklin Templeton Investments · Launched 2021

Annual Cost

0.49%

#2,404 of 5,562 · average

Fund Size

$117M

#2,785 of 5,562 · mid-size

Return (1Y)Goal

+18.4%

Track Record

5 years

#2,384 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,942+19.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Factor

Growth

Index tracked

Russell 1000 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 65.1% of fundconcentrated

NVIDIA Corp.

13.2%

Microsoft Corp.

10.9%

Apple, Inc.

10.2%

Broadcom, Inc.

6.3%

Amazon.com, Inc.

5.0%

Alphabet, Inc.

5.0%

Tesla, Inc.

4.1%

Eli Lilly & Co.

3.8%

Meta Platforms, Inc.

3.6%

Mastercard, Inc.

2.9%

Asset allocation

Stocks

97.2%

Cash

2.8%

By sector

Technology

52.6%

Communication

13.6%

Consumer Cyclical

10.4%

Healthcare

7.9%

Industrials

5.9%

Financial Services

5.0%

Consumer Defensive

2.4%

Basic Materials

2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.8%Moderate

Year-on-year price swings

Max drawdown

-34.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.94Decent risk-adjusted returns

Sortino (3Y)

1.38Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in common stocks of large U.S. companies, focusing on growth stocks expected to grow faster than peers. Considers valuation, financial strength, and projected earnings. Under normal circumstances, invests at least 80% in companies similar to Russell 1000 Growth Index.
Inception date: May 25, 2021
Fund family: Franklin Templeton Investments