Putnam Large Cap Value Fund Class A

Frequently Asked Questions About PEYAX

What does PEYAX 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 PEYAX?

Putnam Large Cap Value Fund Class A (PEYAX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PEYAX?

Putnam Large Cap Value Fund Class A (PEYAX) manages $53.35B 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 PEYAX actively managed or an index fund?

PEYAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was PEYAX launched?

Putnam Large Cap Value Fund Class A (PEYAX) launched in January 1980 and is managed by the fund issuer.

How has PEYAX performed?

PEYAX'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.