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Putnam Large Cap Value Fund Class R: (MF: PEQRX)
(NASDAQ Mutual Funds) As of May 20, 2025 08:00 PM ET
$35.45 USD
-0.01 (-0.03%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in June 1977 and is managed by Putnam Investment Management, LLC. The fund seeks current income. Capital growth is a secondary objective when consistent with seeking current income. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for current income and also for capital growth. Under normal circumstances, the fund invests at least 80% of its net assets in common stocks and other equity investments that offer potential for current income. Dividends are distributed quarterly. Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value R | PEQRX | NA | NA | 0.00 | 0.50 | 0.46 | 1.13 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Putnam Equity Income A | PEYAX | 34.61 | 6/15/1977 | 1.13 | 7.77 | 11.36 | 16.16 |
| Putnam Equity Income C | PEQCX | 33.96 | 6/15/1977 | 0.45 | 6.96 | 10.52 | 15.29 |
| Putnam Equity Income R | PEQRX | 35.45 | 6/15/1977 | 0.92 | 7.49 | 11.07 | 15.87 |
| Putnam Equity Income Y | PEIYX | 34.34 | 8/27/1999 | 1.39 | 8.05 | 11.63 | 16.45 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Putnam Large Cap Value R | PEQRX | 0 | 0 | 0 | Q |
Contact Information
| Family | Putnam Funds |
| Address | One Post Office Square Canton, MA 02109 |
| Phone | 800 225-1581 |