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Nasdaq - Delayed Quote USD

Putnam Large Cap Value Fund (PEIYX)

35.13
-0.03
(-0.09%)
At close: 8:08:55 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.35%
5y Average Return 19.86%
Number of Years Up 20
Number of Years Down 6
Best 1Y Total Return (Mar 31, 2025) 31.94%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 31.94%
Worst 3Y Total Return 7.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PEIYX
Category
YTD
5.19%
4.44%
1-Month
0.75%
-4.04%
3-Month
-1.56%
4.09%
1-Year
18.65%
14.37%
3-Year
12.96%
6.04%
5-Year
16.42%
9.20%
10-Year
11.34%
8.57%
Last Bull Market
16.19%
22.97%
Last Bear Market
-10.38%
-11.27%

Annual Total Return (%) History

Year
PEIYX
Category
2024
19.34%
--
2023
15.64%
11.63%
2022
-2.84%
-5.90%
2021
27.18%
26.22%
2020
6.07%
2.91%
2019
30.24%
25.04%
2018
-8.06%
-8.53%
2017
18.95%
15.94%

2016
13.82%
14.81%
2015
-2.93%
-4.05%
2014
12.73%
10.21%
2013
31.94%
31.21%
2012
19.31%
14.57%
2011
2.03%
-0.75%
2010
12.65%
13.66%
2009
27.52%
24.13%
2008
-31.10%
-37.09%
2007
3.69%
1.42%
2006
19.56%
18.15%
2005
6.00%
5.95%
2004
12.40%
12.97%
2003
26.92%
28.44%
2002
-12.65%
-18.69%
2001
-1.31%
-4.99%
2000
13.51%
7.87%
1999
1.25%
6.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.62% 1.39% 6.78% -2.13%
2023 1.79% 5.31% -1.48% 9.49%
2022 0.44% -10.38% -3.71% 12.09%
2021 11.22% 6.56% -0.00% 7.31%
2020 -25.15% 17.54% 4.31% 15.58%
2019 11.83% 4.22% 2.63% 8.88%
2018 -1.96% 2.33% 6.53% -13.97%
2017 4.73% 1.57% 5.16% 6.33%
2016 0.35% 3.21% 4.09% 5.56%
2015 1.31% 0.16% -8.09% 4.09%

2014 2.76% 5.32% -0.57% 4.76%
2013 11.78% 3.24% 4.49% 9.42%
2012 12.11% -5.20% 8.17% 3.79%
2011 8.30% 0.06% -17.42% 14.02%
2010 4.53% -13.03% 13.11% 9.56%
2009 -9.86% 18.16% 16.60% 2.68%
2008 -8.97% -2.28% -4.19% -19.14%
2007 1.00% 7.10% -0.27% -3.88%
2006 4.25% 0.12% 5.59% 8.48%
2005 -0.10% 1.00% 3.41% 1.59%
2004 2.12% 0.64% -0.35% 9.75%
2003 -5.96% 17.01% 1.45% 13.69%
2002 3.81% -6.90% -17.25% 9.21%
2001 -3.29% 4.74% -7.99% 5.89%
2000 -1.78% -1.40% 8.95% 7.59%
1999 2.24% 8.95% -10.18% 1.21%

Rank in Category (By Total Return)

YTD 35
1-Month 42
3-Month 50
1-Year 15
3-Year 2
5-Year 6

Load Adjusted Returns

1-Year 18.65%
3-Year 12.96%
5-Year 16.42%
10-Year 11.34%

Performance & Risk

YTD Return 2.35%
5y Average Return 19.86%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Franklin Templeton Investments
Net Assets 36.98B
YTD Return 5.19%
Yield 1.26%
Morningstar Rating
Inception Date Jan 21, 2003

Fund Summary

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.

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