Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Putnam Large Cap Value Fund (PEQNX)

35.78
-0.34
(-0.94%)
At close: 8:06:56 AM EDT
Loading Chart for PEQNX
  • Previous Close 36.12
  • YTD Return 20.35%
  • Expense Ratio 1.65%
  • Category Large Value
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 32.63B
  • Beta (5Y Monthly) 0.80
  • Yield 0.38%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.02
  • Inception Date Jul 2, 2012

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

2012-07-02

Inception Date

Performance Overview: PEQNX

View More

Trailing returns as of 9/4/2024. Category is Large Value.

YTD Return

PEQNX
20.35%
Category
4.44%
 

1-Year Return

PEQNX
28.30%
Category
14.37%
 

3-Year Return

PEQNX
11.14%
Category
6.04%
 

5-Year Return

PEQNX
14.51%
Category
9.20%
 

People Also Watch

Holdings: PEQNX

View More

Sector Weightings

SectorPEQNX
Healthcare   17.33%
Industrials   12.77%
Technology   8.70%
Energy   6.58%
Utilities   4.51%
Real Estate   2.30%

Recent News: PEQNX

View More

Research Reports: PEQNX

View More

Top Mutual Funds