PEQSX Mutual Fund

PEQSX Mutual Fund (Putnam Large Cap Value Fund Class R6) is managed by Putnam Investments with $1.25B in net assets. PEQSX expense ratio is 0.52%, holding 133 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2012-07-02.

PEQSX performance shows a YTD return of 14.16%. The 1-year return is 28.08% and the 5-year return is 14.71%. PEQSX dividend yield stands at 1.15%, paid quarterly.

PEQSX 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 PEQSX holdings, PEQSX sectors, or PEQSX dividends.

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