Skip to Content
Morningstar

Putnam Large Cap Value C PEQCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 32.86  /  −0.57 %
  • Total Assets 26.0 Bil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.62%
  • Turnover 12%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:32 PM GMT+0

Morningstar’s Analysis PEQCX

Will PEQCX 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 PEQCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PEQCX 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 PEQCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hitting its stride.

Analyst David Carey

David Carey

Analyst

Summary

Putnam Large Cap Value’s impressive manager and adequate resources raise the strategy’s Morningstar Medalist Rating to Silver from Bronze for its cheapest shares, while its pricier shares get either Bronze or Neutral, depending on fees.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PEQCX

More PEQCX 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