William J. Monroe, CFA

Portfolio Manager

Mr. Monroe is the Portfolio Manager of Putnam Small Cap Growth Fund and related separately managed accounts. He is responsible for the overall strategy and positioning of Putnam's small-cap growth strategy. Previously at Putnam, Mr. Monroe was an Analyst in the Equity Research group. He was responsible for conducting fundamental analysis and valuation of small- and mid-cap companies in the industrials sector and making buy/sell recommendations. Mr. Monroe joined Putnam in 2012 and has been in the investment industry since 1996.

Mutual Funds

Fact sheet Annual Semi annual
Small Cap Growth Fund
Overall Morningstar RatingTM among 576 funds in the Small Growth category.
10-year Morningstar RatingTM among 393 funds in the Small Growth category.
5-year Morningstar RatingTM among 521 funds in the Small Growth category.
3-year Morningstar RatingTM among 576 funds in the Small Growth category.

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