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Putnam Large Cap Value Fund Class R6: (MF: PEQSX)

(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET

$34.15 USD

0.00 (NA)

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

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD 2.39 19
3 months 2.39 19
6 months 0.20 28
1 Year 8.56 21
3 Year 11.06 3
5 Year 19.98 5
10 Year 11.26 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2025

1 Year 8.56
5 Year 19.97
10 Year 11.26
Since Inception 13.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.39 NA NA NA
2024 12.63 1.41 6.83 -2.14
2023 1.81 5.33 -1.42 9.49
2022 0.46 -10.35 -3.68 12.08
2021 11.28 6.57 0.02 7.35
2020 -25.12 17.57 4.34 15.61

Annual Return

20252024202320222021202020192018201720162015
% Total Return 2.3919.4115.76-2.7727.346.1930.39-7.9819.1214.01-2.79
% Total Return Rel to Index 6.66-5.60-10.4815.42-1.33-12.20-1.09-3.59-2.672.08-4.18
% Total Return Rel to Peer 2.873.570.488.013.00-2.004.75-0.421.712.690.41
% Perf Quintile vs Peer* 0.000.003.001.002.003.001.004.002.002.003.00
% Dividends 0.130.500.540.630.460.480.440.480.450.380.37
% Yield 0.371.341.492.051.341.691.572.091.771.731.77
Capital Gains ($) 0.001.951.171.451.851.180.650.920.410.180.84
Expense Ratio 0.000.540.550.550.980.550.550.550.560.560.55

* 1 = Top 20%, 5 = Bottom 20%