About PEIYX
Putnam Large Cap Value Fund Class Y is an open-end mutual fund designed to provide investors with both capital growth and current income. Its primary strategy centers on investing mainly in common stocks of large U.S. companies that are considered undervalued by the market, with at least 80% of assets allocated to large-cap companies, consistent with those found in the Russell 1000 Value Index. The fund emphasizes value investing, targeting businesses that exhibit financial strength, stable growth potential, and attractive dividend prospects. Its portfolio is diversified across key sectors such as consumer defensive, financial services, energy, healthcare, and technology, with major holdings including industry leaders like Walmart, Citigroup, Philip Morris International, and Exxon Mobil. Managed with an institutional share class structure, the fund maintains a relatively low turnover rate and expense ratio, making it suitable for investors seeking long-term exposure to established U.S. companies with potential for steady income and appreciation. Since its inception in 1998, Putnam Large Cap Value Fund Class Y has played a significant role in the mutual fund market by offering access to large-cap value segments of the equity market.
Fund Family Franklin Templeton Investments
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol PEIYX
Share Class Class Y Shares
Index Russell 1000 Value TR
PEIYX had a total return of 8.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.17%.
