About PEQSX
Putnam Large Cap Value Fund Class R6 is a mutual fund focused on delivering capital growth and current income through investments in large-cap U.S. companies. The fund emphasizes value stocks—shares of established firms considered undervalued relative to their intrinsic worth—targeting those that offer potential for both appreciation and dividend income. Sector allocation is diversified, with significant exposure to financials, healthcare, consumer staples, industrials, information technology, and energy. Notable holdings include leading corporations such as Citigroup, Walmart, Philip Morris International, Microsoft, and Exxon Mobil, reflecting its commitment to blue-chip stocks across defensive and cyclical sectors. The fund is structured as an R6 share class, commonly utilized by retirement plans, and features a below-average expense ratio aimed at institutional and retirement-focused investors. By focusing on large, mature companies with stable earnings, the fund seeks to provide a blend of income generation and long-term growth, making it a representative vehicle within the large value segment of the U.S. equity market.
Fund Family Franklin Templeton Investments
Category Large Value
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PEQSX
Index Russell 1000 Value TR
PEQSX had a total return of 16.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.97%.
