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Putnam Large Cap Value Fund Class A: (MF: PEYAX)
(NASDAQ Mutual Funds) As of Oct 24, 2025 05:33 PM ET
$39.23 USD
+0.27 (0.69%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund primarily invests in common stocks of U.S. companies, emphasizing value stocks with potential for capital growth and current income. Under normal circumstances, at least 80% of its net assets are allocated to large-cap companies, defined as those similar in size to those in the Russell 1000 Value Index, which, as of January 31, 2025, included companies with market capitalizations ranging from approximately $338.1 million to $1.0 trillion. The fund may also invest in midsize companies. Investments are selected based on factors such as valuation, financial strength, growth potential, competitive positioning, and projected future earnings, cash flows, and dividends.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value A | PEYAX | 5.75 | NA | 0.00 | 0.25 | 0.46 | 0.43 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Putnam Equity Income A | PEYAX | 39.23 | 6/15/1977 | 0.81 | 10.77 | 20.32 | 17.18 |
| Putnam Equity Income R | PEQRX | 38.30 | 6/15/1977 | 0.67 | 10.51 | 20.03 | 16.89 |
| Putnam Equity Income C | PEQCX | 37.93 | 6/15/1977 | 0.32 | 9.97 | 19.43 | 16.31 |
| Putnam Equity Income Y | PEIYX | 39.04 | 8/27/1999 | 1.00 | 11.09 | 20.64 | 17.48 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Putnam Large Cap Value A | PEYAX | 500 | 0 | 0 | Q |
Contact Information
| Family | Putnam Funds |
| Address | One Post Office Square Canton, MA 02109 |
| Phone | 800 225-1581 |