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 133 positions across sectors including Financials, Information Technology, Health Care. 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 14.04%. PEQRX dividend yield stands at 0.69%, paid quarterly.
PEQRX 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 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.