Morningstar

Putnam Large Cap Value Fund Class R6 PEQSX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 44.11  /  −0.70 %
  • Total Assets 54.2B
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.20%
  • Turnover 18%

USD | NAV as of Jul 20, 2026 | 1-Day Return as of Jul 20, 2026, 10:28 PM GMT+0

Morningstar’s Analysis PEQSX

Will PEQSX 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 PEQSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PEQSX 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 PEQSX’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 PEQSX

More PEQSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cisco Systems Inc

4.43 2B
Technology

Citigroup Inc

4.04 2B
Financial Services

Alphabet Inc Class A

2.96 2B
Communication Services

Exxon Mobil Corp

2.73 1B
Energy

Amazon.com Inc

2.56 1B
Consumer Cyclical

General Motors Co

2.38 1B
Consumer Cyclical

Microsoft Corp

2.35 1B
Technology

Philip Morris International Inc

2.33 1B
Consumer Defensive

Coca-Cola Co

2.30 1B
Consumer Defensive

Buy U S Dollar - Sell British Pounds

2.19 1B
Derivative

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