- What does PEQSX invest in?
- 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.
- What is the expense ratio of PEQSX?
- An expense ratio for Putnam Large Cap Value Fund (PEQSX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is PEQSX?
- Putnam Large Cap Value Fund (PEQSX) manages $53.37B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PEQSX actively managed or an index fund?
- PEQSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was PEQSX launched?
- Putnam Large Cap Value Fund (PEQSX) launched in July 2012 and is managed by the fund issuer.
- How has PEQSX performed?
- PEQSX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
