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Putnam Large Cap Value Fund Class R: (MF: PEQRX)
(NASDAQ Mutual Funds) As of Jan 13, 2026 05:44 PM ET
$39.73 USD
-0.10 (-0.25%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in June 1977 and is managed by Putnam Investment Management, LLC. The fund seeks current income. Capital growth is a secondary objective when consistent with seeking current income. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for current income and also for capital growth. Under normal circumstances, the fund invests at least 80% of its net assets in common stocks and other equity investments that offer potential for current income. Dividends are distributed quarterly. Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value R | PEQRX | NA | NA | 0.00 | 0.50 | 0.46 | 0.56 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Putnam Equity Income A | PEYAX | 40.24 | 6/15/1977 | 1.06 | 20.05 | 18.14 | 15.17 |
| Putnam Equity Income R | PEQRX | 39.73 | 6/15/1977 | 0.86 | 19.75 | 17.84 | 14.89 |
| Putnam Equity Income C | PEQCX | 39.47 | 6/15/1977 | 0.39 | 19.17 | 17.25 | 14.32 |
| Putnam Equity Income Y | PEIYX | 40.24 | 8/27/1999 | 1.31 | 20.34 | 18.43 | 15.46 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |