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Putnam Large Cap Value Fund Class B: (MF: PEQNX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$34.76 USD
-0.61 (-1.73%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in June 1977 and is managed by Putnam Investment Management, LLC. The fund seeks current income. Capital growth is a secondary objective when consistent with seeking current income. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for current income and also for capital growth. Under normal circumstances, the fund invests at least 80% of its net assets in common stocks and other equity investments that offer potential for current income. Dividends are distributed quarterly. Capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value B | PEQNX | NA | 5.00 | 0.00 | 1.00 | 0.47 | 1.65 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Putnam Equity Income A | PEYAX | 35.29 | 6/15/1977 | 0.47 | 22.89 | 10.98 | 13.82 |
| Putnam Equity Income B | PEQNX | 34.76 | 6/15/1977 | 0.04 | 21.97 | 10.14 | 12.97 |
| Putnam Equity Income C | PEQCX | 34.69 | 6/15/1977 | 0.17 | 21.96 | 10.14 | 12.96 |
| Putnam Equity Income R | PEQRX | 34.61 | 6/15/1977 | 0.39 | 22.59 | 10.69 | 13.54 |
| Putnam Equity Income Y | PEIYX | 35.00 | 8/27/1999 | 0.59 | 23.20 | 11.25 | 14.11 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Putnam Large Cap Value B | PEQNX | CLOSED | 99 | 99 | Q |
Contact Information
| Family | Putnam Funds |
| Address | One Post Office Square Canton, MA 02109 |
| Phone | 800 225-1581 |