Seeks capital growth and income through large-cap value stocks.
Putnam funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $500.
Visit Putnam's website to open an account and purchase PFINX.
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Putnam Growth and Income Fund Class A
Pre-filled with PFINX's historical average return
PFINX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on PFINX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Putnam Growth and Income Fund Class A
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Pre-filled with PFINX's historical average return
Important: This projection uses simplified assumptions based on PFINX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VHDYXVanguard High Dividend Yield Index Fund Investor Shares
VVIAXVanguard Value Index Fund Admiral Shares
VSIAXVanguard Small-Cap Value Index Fund Admiral Shares
VEIRXVanguard Equity Income Fund
PFINX is the ticker symbol for Putnam Growth and Income Fund Class A, a Large Value mutual fund managed by Putnam. Seeks capital growth and income through large-cap value stocks.
PFINX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
PFINX has posted a 1-year return of +0.04%, 3-year return of +8.20%, 5-year return of +2.59%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
PFINX requires a minimum initial investment of $500. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether PFINX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Value category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.