PEQLX Mutual Fund

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, Information Technology, Health Care. Inception date: 2012-07-02.

PEQLX performance shows a YTD return of 14.12%. The 1-year return is 27.97% and the 5-year return is 14.59%. PEQLX dividend yield stands at 1.07%, paid quarterly.

PEQLX top holdings include Cisco Systems Inc. - Ordinary Shares (4.4%), Citigroup Inc. (4.0%), Alphabet Inc,class A (3.0%), Exxon Mobil Corp. (2.7%), Amazon.Com Inc (2.6%). 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.