Back to top
more

Putnam Large Cap Value Fund Class Y: (MF: PEIYX)

(NASDAQ Mutual Funds) As of Nov 6, 2024 08:00 PM ET

$38.21 USD

+0.89 (2.39%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PEIYX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Research Report

Fund Description

The fund was incepted in June 1977 and is managed by Putnam Investment Management, LLC. The fund seeks current income. Capital growth is a secondary objective when consistent with seeking current income. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for current income and also for capital growth. Under normal circumstances, the fund invests at least 80% of its net assets in common stocks and other equity investments that offer potential for current income. Dividends are distributed quarterly. Capital gains are distributed annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Putnam Large Cap Value Y PEIYX NA NA 0.00 0.00 0.47 0.32

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Putnam Equity Income A PEYAX 37.62 6/15/1977 1.19 33.20 13.44 14.73
Putnam Equity Income C PEQCX 37.19 6/15/1977 0.59 32.19 12.58 13.87
Putnam Equity Income R PEQRX 37.20 6/15/1977 1.01 32.87 13.15 14.44
Putnam Equity Income Y PEIYX 37.32 8/27/1999 1.41 33.53 13.71 15.02

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Putnam Large Cap Value Y PEIYX 0 0 0 Q

Contact Information

Family Putnam Funds
Address One Post Office Square
Canton, MA 02109
Phone 800 225-1581