Putnam Large Cap Value Fund Class R
PEQRX
NASDAQ
| Weiss Ratings | PEQRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | PEQRX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton, Inc | |||
| Manager/Tenure (Years) | Darren A. Jaroch (14), Lauren B. DeMore (7) | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PEQRX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Large Cap Value Fund Class R | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jan 21, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PEQRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.68% | |||
| Dividend | PEQRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.64% | |||
| Asset Allocation | PEQRX-NASDAQ | Click to Compare |
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| Cash | 3.49% | |||
| Stock | 96.24% | |||
| U.S. Stock | 93.53% | |||
| Non-U.S. Stock | 2.71% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.28% | |||
| Price History | PEQRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.65% | |||
| 30-Day Total Return | 2.29% | |||
| 60-Day Total Return | 0.87% | |||
| 90-Day Total Return | 3.50% | |||
| Year to Date Total Return | 17.16% | |||
| 1-Year Total Return | 23.34% | |||
| 2-Year Total Return | 36.38% | |||
| 3-Year Total Return | 87.55% | |||
| 5-Year Total Return | 86.79% | |||
| Price | PEQRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PEQRX-NASDAQ | Click to Compare |
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| Nav | $45.22 | |||
| 1-Month Low NAV | $43.54 | |||
| 1-Month High NAV | $45.22 | |||
| 52-Week Low NAV | $38.15 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $45.23 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | PEQRX-NASDAQ | Click to Compare |
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| Beta | 0.69 | |||
| Standard Deviation | 10.86 | |||
| Balance Sheet | PEQRX-NASDAQ | Click to Compare |
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| Total Assets | 55.21B | |||
| Operating Ratios | PEQRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.10% | |||
| Turnover Ratio | 18.00% | |||
| Performance | PEQRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 27.14% | |||
| Last Bear Market Total Return | -10.52% | |||