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Putnam Large Cap Value Fund Class R: (MF: PEQRX)

(NASDAQ Mutual Funds) As of Jun 4, 2026 05:32 PM ET

$42.90 USD

+0.54 (1.27%)

Zacks MF Rank

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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        

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Zacks Premium Research for PEQRX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Report

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 0.45 1.10

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Putnam Equity Income A PEYAX 41.75 6/15/1977 0.93 29.02 19.46 13.44
Putnam Equity Income R PEQRX 42.90 6/15/1977 0.73 28.70 19.17 13.16
Putnam Equity Income C PEQCX 40.92 6/15/1977 0.27 28.05 18.57 12.59
Putnam Equity Income Y PEIYX 41.76 8/27/1999 1.17 29.33 19.76 13.72

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 Franklin
Address One Franklin Parkway
San Mateo, CA 94403
Phone 800 342-5236