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Putnam Large Cap Value Fund Class A: (MF: PEYAX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:41 PM ET

$38.92 USD

-0.44 (-1.12%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.35 40
3 months 7.13 31
6 months 13.50 11
1 Year 20.26 16
3 Year 19.19 24
5 Year 15.15 5
10 Year 14.41 18

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 111.80
Bear Market (10/07 - 2/09) -44.95
Bull Market (2/09 - 3/21) 920.90

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.52
5 Year 13.89
10 Year 12.52
Since Inception 10.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.28 4.55 5.94 5.96
2024 12.51 1.35 6.71 -2.22
2023 1.76 5.24 -1.54 9.44
2022 0.40 -10.43 -3.76 11.95
2021 11.15 6.47 -0.06 7.26

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.3520.0518.9915.41-3.1126.855.8429.94-8.3218.6713.54
% Total Return Rel to Index 1.981.83-6.02-10.8315.09-1.82-12.55-1.54-3.93-3.121.61
% Total Return Rel to Peer 0.534.993.150.137.672.51-2.364.30-0.761.262.22
% Perf Quintile vs Peer* 2.001.000.003.001.002.003.002.004.002.003.00
% Dividends 0.000.430.390.440.520.360.390.350.390.380.30
% Yield 0.001.001.011.271.681.031.351.231.671.431.33
Capital Gains ($) 0.001.661.951.171.451.851.180.650.920.410.18
Expense Ratio 0.000.850.880.900.891.620.900.910.910.920.97

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