Effective on or around March 30, 2021, Putnam Equity Income PEYAX will change its name to Putnam Large Cap Value. As the fund's process and team will remain intact, its cheaper shares retain their Morningstar Analyst Rating of Bronze and its more expensive ones remain Neutral.
Will PEQNX 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 PEQNX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PEQNX 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 PEQNX’s parent organization’s priorities and whether they’re in line with investors’ interests.