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Putnam Large Cap Value Fund (PEQRX)
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9/21 12:03 PM
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37.35 - YTD Return 21.48%
- Expense Ratio 1.15%
- Category Large Value
- Last Cap Gain 24.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 32.63B
- Beta (5Y Monthly) 0.80
- Yield 1.01%
- 5y Average Return --
- Holdings Turnover 12.00%
- Last Dividend 0.23
- Inception Date Jun 15, 1977
The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
Franklin Templeton Investments
Fund Family
Large Value
Fund Category
32.63B
Net Assets
1977-06-15
Inception Date
Performance Overview: PEQRX
View MoreTrailing returns as of 10/18/2024. Category is Large Value.
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Holdings: PEQRX
View MoreTop 10 Holdings (26.15% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPEQRX
Healthcare 18.14%
Financial Services 18.01%
Industrials 12.60%
Consumer Defensive 11.99%
Technology 8.54%
Consumer Cyclical 7.29%
Basic Materials 6.92%
Energy 6.91%
Utilities 4.29%
Communication Services 3.13%
Real Estate 2.19%
Recent News: PEQRX
View MoreResearch Reports: PEQRX
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