PEQRX Mutual Fund

PEQRX Mutual Fund (Putnam Large Cap Value Fund Class R) is managed by Putnam Investments with $90.4M in net assets. PEQRX expense ratio is 1.10%, holding 133 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2003-01-21.

PEQRX performance shows a YTD return of 13.81%. The 1-year return is 27.36% and the 5-year return is 13.81%. PEQRX dividend yield stands at 0.69%, paid quarterly.

PEQRX top holdings include Alphabet Inc Common Stock USD 0.001 (4.0%), Citigroup Inc. (3.8%), Cisco Systems Inc. - Ordinary Shares (3.0%), Exxon Mobil Corp. (2.7%), General Motors Co (2.5%). Go to all PEQRX holdings, PEQRX sectors, or PEQRX dividends.

PEQRX can be compared against other funds. Use PEQRX overlap to find shared positions, or PEQRX vs another fund for a side-by-side view. PEQRX alternatives are available via the screener, along with tax-loss harvesting opportunities.