Putnam Equity Income’s veteran manager and sensible process support a Morningstar Analyst Rating of Bronze for its cheaper share classes, while its more expensive share classes are rated Neutral.
Will PEQLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of PEQLX’s parent organization’s priorities and whether they’re in line with investors’ interests.