PEYAX Mutual Fund

PEYAX Mutual Fund (Putnam Large Cap Value Fund Class A) is managed by Putnam Investments with $14.22B in net assets. PEYAX expense ratio is 0.85%, holding 97 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1977-06-15.

PEYAX performance shows a YTD return of 17.25%. The 1-year return is 23.95% and the 5-year return is 13.87%. PEYAX dividend yield stands at 0.81%, paid quarterly.

PEYAX top holdings include Microsoft Corp (7.4%), Apple Inc (6.8%), Amazon.com Inc (3.8%), Exxon Mobil Corp. (3.0%), Citigroup Inc. (3.0%). Go to all PEYAX holdings, PEYAX sectors, or PEYAX dividends.

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