Putnam Large Cap Value's experienced lead manager and proven process make this an attractive large-value offering.
Putnam Large Cap Value R6 PEQSX
- NAV / 1-Day Return 37.29 / +0.73 %
- Total Assets 32.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.550%
- 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 1.48%
- Turnover 12%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis PEQSX
Will PEQSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Exxon Mobil Corp | 2.97 | 947.3 Mil | Energy |
Walmart Inc | 2.92 | 933.5 Mil | Consumer Defensive |
AbbVie Inc | 2.77 | 886.0 Mil | Healthcare |
Citigroup Inc | 2.69 | 859.6 Mil | Financial Services |
Microsoft Corp | 2.60 | 829.9 Mil | Technology |
Coca-Cola Co | 2.59 | 825.9 Mil | Consumer Defensive |
Regeneron Pharmaceuticals Inc | 2.49 | 794.5 Mil | Healthcare |
Bank of America Corp | 2.49 | 793.8 Mil | Financial Services |
PulteGroup Inc | 2.45 | 781.7 Mil | Consumer Cyclical |
UnitedHealth Group Inc | 2.18 | 697.3 Mil | Healthcare |