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, Unknown, Health Care. Inception date: 2003-01-21.
PEQRX performance shows a YTD return of 9.30%. The 1-year return is 23.55% and the 5-year return is 13.08%. PEQRX dividend yield stands at 0.77%, paid quarterly.
PEQRX top holdings include 'alphabet Inc., Class 'a'' (4.0%), Citibank N.A. (3.8%), Cisco Systems Inc. - Ordinary Shares (3.0%), Exxon Mobil Corp (2.7%), Gm (2.5%). View all PEQRX holdings, sector breakdown, or dividend history.
PEQRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PEQRX alternatives are available via the screener, along with tax-loss harvesting opportunities.