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Putnam Large Cap Value Fund Class R: (MF: PEQRX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$34.30 USD
+0.59 (1.75%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in June 1977 and is managed by Putnam Investment Management, LLC. The fund seeks current income. Capital growth is a secondary objective when consistent with seeking current income. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for current income and also for capital growth. Under normal circumstances, the fund invests at least 80% of its net assets in common stocks and other equity investments that offer potential for current income. Dividends are distributed quarterly. Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value R | PEQRX | NA | NA | 0.00 | 0.50 | 0.46 | 1.13 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Putnam Equity Income A | PEYAX | 33.21 | 6/15/1977 | 1.10 | 8.17 | 10.67 | 19.56 |
| Putnam Equity Income C | PEQCX | 32.60 | 6/15/1977 | 0.44 | 7.37 | 9.85 | 18.67 |
| Putnam Equity Income R | PEQRX | 34.30 | 6/15/1977 | 0.89 | 7.90 | 10.40 | 19.26 |
| Putnam Equity Income Y | PEIYX | 32.85 | 8/27/1999 | 1.35 | 8.45 | 10.96 | 19.86 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |