PEQRX Mutual Fund
PEQRX Mutual Fund
PEQRX Mutual Fund
Putnam Large Cap Value Fund Class R
PEQRX Mutual Fund Overview
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 138 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2003-01-21.
PEQRX performance shows a YTD return of 11.78%. The 1-year return is 19.35% and the 5-year return is 13.42%. PEQRX dividend yield stands at 0.70%.
PEQRX 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 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.