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Morningstar

Putnam Large Cap Value R5 PEQLX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis PEQLX

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

  • People Pillar

    The People Pillar is our evaluation of the PEQLX 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 PEQLX’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

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