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Putnam Equity Income R PEQRX

Analyst rating as of
NAV / 1-Day Return
26.53  /  1.27 %
Total Assets
11.7 Bil
Adj. Expense Ratio
1.160%
Expense Ratio
1.160%
Fee Level
Below Average
Longest Manager Tenure
8.26 years
Category
US Fund Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.23%
Turnover
12%
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Morningstar’s Analysis

Will PEQRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A value option with some merit.

Summary

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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.

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