PEQLX Mutual Fund
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 138 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2012-07-02.
PEQLX performance shows a YTD return of 12.16%. The 1-year return is 19.89% and the 5-year return is 13.99%. PEQLX dividend yield stands at 1.10%.
PEQLX top holdings include Microsoft Corp (6.7%), Apple, Inc (6.4%), Amazon.Com Inc (4.2%), Citigroup Inc. (3.3%), Exxonmobil Holdings Corp Common Stock Usd (2.7%). Go to all PEQLX holdings, PEQLX sectors, or PEQLX dividends.
PEQLX can be compared against other funds. Use PEQLX overlap to find shared positions, or PEQLX vs another fund for a side-by-side view. PEQLX alternatives are available via the screener, along with tax-loss harvesting opportunities.