Morningstar

Putnam Large Cap Value Fund Class R5 PEQLX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $45.87  /  +0.22 %
  • Fund Size $56.7B
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.620%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.06%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis PEQLX

Will PEQLX outperform in the 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.

A multifaceted approach to value.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

Putnam Large Cap Value’s capable managers and differentiated approach drive Above Average People and Process ratings. The strategy is a part of a suite of rapidly growing offerings (by total assets), so capacity bears close watching.

by Indira Fisher
Rated on Published on

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Portfolio Holdings PEQLX

More PEQLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.47 4B
Technology

Apple Inc

6.96 4B
Technology

Amazon.com Inc

3.84 2B
Consumer Cyclical

Citigroup Inc

3.27 2B
Financial Services

ExxonMobil Holdings Corp

2.87 2B
Energy

AbbVie Inc

2.59 1B
Healthcare

Cisco Systems Inc

2.47 1B
Technology

Philip Morris International Inc

2.35 1B
Consumer Defensive

Coca-Cola Co

2.35 1B
Consumer Defensive

Advanced Micro Devices Inc

2.18 1B
Technology

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