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Putnam Large Cap Value Fund Class C: (MF: PEQCX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$35.21 USD
+0.30 (0.86%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.93 | 32 |
| 3 months | -5.56 | 40 |
| 6 months | -2.46 | 61 |
| 1 Year | 6.96 | 66 |
| 3 Year | 10.52 | 24 |
| 5 Year | 15.29 | 17 |
| 10 Year | 9.65 | 36 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 103.89 |
| Bear Market (10/07 - 2/09) | -45.46 |
| Bull Market (2/09 - 3/21) | 664.82 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.30 |
| 5 Year | 18.66 |
| 10 Year | 10.03 |
| Since Inception | 9.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.11 | NA | NA | NA |
| 2024 | 12.33 | 1.14 | 6.52 | -2.40 |
| 2023 | 1.53 | 5.05 | -1.71 | 9.22 |
| 2022 | 0.22 | -10.63 | -3.93 | 11.78 |
| 2021 | 10.97 | 6.26 | -0.25 | 7.06 |
| 2020 | -25.34 | 17.26 | 4.05 | 15.30 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.93 | 18.11 | 14.50 | -3.82 | 25.92 | 5.03 | 28.91 | -8.96 | 17.76 | 12.71 | -3.90 |
| % Total Return Rel to Index | 3.98 | -6.90 | -11.74 | 14.38 | -2.75 | -13.37 | -2.57 | -4.57 | -4.03 | 0.77 | -5.29 |
| % Total Return Rel to Peer | 1.25 | 2.27 | -0.78 | 6.96 | 1.58 | -3.17 | 3.27 | -1.40 | 0.35 | 1.38 | -0.68 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 1.00 | 3.00 | 4.00 | 2.00 | 4.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.04 | 0.14 | 0.22 | 0.30 | 0.14 | 0.21 | 0.17 | 0.20 | 0.20 | 0.15 | 0.13 |
| % Yield | 0.13 | 0.39 | 0.48 | 1.02 | 0.42 | 0.75 | 0.63 | 0.93 | 0.82 | 0.72 | 0.65 |
| Capital Gains ($) | 0.00 | 1.95 | 1.17 | 1.45 | 1.85 | 1.18 | 0.65 | 0.92 | 0.41 | 0.18 | 0.84 |
| Expense Ratio | 0.00 | 1.63 | 1.65 | 1.64 | 3.00 | 1.65 | 1.66 | 1.66 | 1.67 | 1.72 | 1.71 |
* 1 = Top 20%, 5 = Bottom 20%