Putnam Large Cap Value’s capable lead manager and proven process warrants a Morningstar Analyst Rating of Bronze for its cheaper share classes, while pricier ones remain Neutral.
Morningstar’s Fund Analysis PEQNX
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.