Nasdaq - Delayed Quote USD

Putnam Large Cap Value Fund (PEIYX)

36.95 -0.01 (-0.03%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 36.96
  • YTD Return 21.93%
  • Expense Ratio 0.65%
  • Category Large Value
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 32.63B
  • Beta (5Y Monthly) 0.80
  • Yield 1.41%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.35
  • Inception Date Jul 2, 2012

The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.

Franklin Templeton Investments

Fund Family

Large Value

Fund Category

32.63B

Net Assets

2012-07-02

Inception Date

Performance Overview: PEIYX

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Trailing returns as of 10/31/2024. Category is Large Value.

YTD Return

PEIYX
21.93%
Category
4.44%
?

1-Year Return

PEIYX
33.51%
Category
14.37%
?

3-Year Return

PEIYX
13.71%
Category
6.04%
?

5-Year Return

PEIYX
15.01%
Category
9.20%
?

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Holdings: PEIYX

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Top 10 Holdings (26.41% of Total Assets)

SymbolCompany% Assets
WMT
Walmart Inc. 3.06%
XOM
Exxon Mobil Corporation 2.95%
ABBV
AbbVie Inc. 2.79%
C
Citigroup Inc. 2.69%
MSFT
Microsoft Corporation 2.68%
PHM
PulteGroup, Inc. 2.67%
KO
The Coca-Cola Company 2.57%
BAC
Bank of America Corporation 2.42%
ORCL
Oracle Corporation 2.37%
REGN
Regeneron Pharmaceuticals, Inc. 2.21%

Sector Weightings

Recent News: PEIYX

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Research Reports: PEIYX

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