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Morningstar

Putnam Large Cap Value R6 PEQSX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 35.31  /  +0.40 %
  • Total Assets 28.1 Bil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.56%
  • Turnover 12%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PEQSX

Will PEQSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEQSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PEQSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PEQSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

On a hot streak.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Putnam Large Cap Value's experienced lead manager and proven process make this an attractive large-value offering.

by Tony Thorn
Rated on Published on

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Portfolio Holdings PEQSX

More PEQSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

3.19 851.1 Mil
Energy

PulteGroup Inc

2.97 790.9 Mil
Consumer Cyclical

Microsoft Corp

2.86 763.0 Mil
Technology

Citigroup Inc

2.81 749.1 Mil
Financial Services

Bank of America Corp

2.53 673.4 Mil
Financial Services

Walmart Inc

2.49 663.0 Mil
Consumer Defensive

Coca-Cola Co

2.38 635.6 Mil
Consumer Defensive

Oracle Corp

2.35 626.3 Mil
Technology

Qualcomm Inc

2.27 604.7 Mil
Technology

Regeneron Pharmaceuticals Inc

2.21 588.4 Mil
Healthcare