Nasdaq - Delayed Quote USD

Putnam Large Cap Value Fund (PEYAX)

38.26 +0.02 (+0.05%)
As of 8:06 AM EST. Market Open.
Loading Chart for PEYAX
DELL
  • Previous Close 38.24
  • YTD Return 20.72%
  • Expense Ratio 0.90%
  • Category Large Value
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 32.96B
  • Beta (5Y Monthly) 0.80
  • Yield 1.20%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.28
  • Inception Date Jan 21, 2003

The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.

Franklin Templeton Investments

Fund Family

Large Value

Fund Category

32.96B

Net Assets

2003-01-21

Inception Date

Performance Overview: PEYAX

View More

Trailing returns as of 11/6/2024. Category is Large Value.

YTD Return

PEYAX
20.72%
Category
4.44%
?

1-Year Return

PEYAX
35.36%
Category
14.37%
?

3-Year Return

PEYAX
11.03%
Category
6.04%
?

5-Year Return

PEYAX
14.07%
Category
9.20%
?

People Also Watch

Holdings: PEYAX

View More

Top 10 Holdings (26.41% of Total Assets)

SymbolCompany% Assets
WMT
Walmart Inc. 3.06%
XOM
Exxon Mobil Corporation 2.95%
ABBV
AbbVie Inc. 2.79%
C
Citigroup Inc. 2.69%
MSFT
Microsoft Corporation 2.68%
PHM
PulteGroup, Inc. 2.67%
KO
The Coca-Cola Company 2.57%
BAC
Bank of America Corporation 2.42%
ORCL
Oracle Corporation 2.37%
REGN
Regeneron Pharmaceuticals, Inc. 2.21%

Sector Weightings

Recent News: PEYAX

View More

Research Reports: PEYAX

View More

Top Mutual Funds