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Putnam Large Cap Value Fund Class R5: (MF: PEQLX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:41 PM ET

$38.97 USD

-0.44 (-1.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.39 40
3 months 7.18 31
6 months 13.64 10
1 Year 20.54 15
3 Year 19.46 22
5 Year 15.42 4
10 Year 14.70 14

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 20.29
5 Year 15.44
10 Year 13.44
Since Inception 13.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.34 4.60 6.01 5.99
2024 12.60 1.41 6.79 -2.16
2023 1.78 5.30 -1.44 9.46
2022 0.47 -10.39 -3.70 12.05
2021 11.25 6.52 0.00 7.32

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.3920.3019.3115.64-2.8627.196.0930.27-8.0318.9513.90
% Total Return Rel to Index 2.012.08-5.70-10.6015.34-1.49-12.31-1.21-3.64-2.841.96
% Total Return Rel to Peer 0.555.243.470.367.922.84-2.114.63-0.471.542.57
% Perf Quintile vs Peer* 2.001.000.003.001.002.003.002.004.002.002.00
% Dividends 0.000.530.470.510.590.430.450.420.450.420.36
% Yield 0.001.251.241.571.931.271.601.501.981.641.63
Capital Gains ($) 0.001.661.951.171.451.851.180.650.920.410.18
Expense Ratio 0.000.620.640.650.651.160.650.650.650.660.66

* 1 = Top 20%, 5 = Bottom 20%