Nasdaq - Delayed Quote USD

Putnam Large Cap Value Fund (PEQSX)

35.93
+0.31
+(0.87%)
At close: 8:01:57 PM EDT
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  • Previous Close 35.62
  • YTD Return -0.60%
  • Expense Ratio 0.54%
  • Category Large Value
  • Last Cap Gain 30.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 35.66B
  • Beta (5Y Monthly) 0.86
  • Yield 1.47%
  • 5y Average Return --
  • Holdings Turnover 16.00%
  • Last Dividend 0.14
  • 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

35.66B

Net Assets

1977-06-15

Inception Date

More about Putnam Large Cap Value Fund

Performance Overview: PEQSX

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Trailing returns as of 5/15/2025. Category is Large Value.

YTD Return

PEQSX
0.60%
Category
4.44%
 

1-Year Return

PEQSX
8.10%
Category
14.37%
 

3-Year Return

PEQSX
11.73%
Category
6.04%
 

5-Year Return

PEQSX
16.55%
Category
9.20%
 

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Holdings: PEQSX

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Sector Weightings

SectorPEQSX
Financial Services   20.09%
Healthcare   17.37%
Consumer Defensive   12.62%
Industrials   12.47%
Technology   8.55%
Energy   6.65%
Basic Materials   6.39%
Consumer Cyclical   5.87%
Utilities   4.34%
Communication Services   3.54%
Real Estate   2.11%
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Recent News: PEQSX

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Research Reports: PEQSX

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