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Putnam Large Cap Value Fund Class R: (MF: PEQRX)
(NASDAQ Mutual Funds) As of Nov 7, 2025 05:48 PM ET
$38.84 USD
+0.28 (0.73%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in June 1977 and is managed by Putnam Investment Management, LLC. The fund seeks current income. Capital growth is a secondary objective when consistent with seeking current income. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for current income and also for capital growth. Under normal circumstances, the fund invests at least 80% of its net assets in common stocks and other equity investments that offer potential for current income. Dividends are distributed quarterly. Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value R | PEQRX | NA | NA | 0.00 | 0.50 | 0.46 | 0.56 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Putnam Equity Income A | PEYAX | 38.79 | 6/15/1977 | 0.81 | 10.77 | 20.32 | 17.18 |
| Putnam Equity Income R | PEQRX | 38.84 | 6/15/1977 | 0.67 | 10.51 | 20.03 | 16.89 |
| Putnam Equity Income C | PEQCX | 37.93 | 6/15/1977 | 0.32 | 9.97 | 19.43 | 16.31 |
| Putnam Equity Income Y | PEIYX | 39.04 | 8/27/1999 | 1.00 | 11.09 | 20.64 | 17.48 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |