PEQLX Mutual Fund
PEQLX Mutual Fund
Putnam Large Cap Value Fund Class R5
PEQLX Mutual Fund Overview
PEQLX Mutual Fund (Putnam Large Cap Value Fund Class R5) is managed by Putnam Investments with $33.4M in net assets. PEQLX expense ratio is 0.62%, holding 133 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2012-07-02.
PEQLX performance shows a YTD return of 9.57%. The 1-year return is 24.16% and the 5-year return is 13.63%. PEQLX dividend yield stands at 1.16%, paid quarterly.
PEQLX top holdings include 'alphabet Inc., Class 'a'' (4.0%), Citibank N.A. (3.8%), Cisco Systems Inc. - Ordinary Shares (3.0%), Exxon Mobil Corp (2.7%), Gm (2.5%). View all PEQLX holdings, sector breakdown, or dividend history.
PEQLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PEQLX alternatives are available via the screener, along with tax-loss harvesting opportunities.