About PEYAX
Putnam Large Cap Value Fund Class A is a mutual fund designed to provide investors with capital growth and current income by primarily investing in common stocks of large U.S. companies. The fund specifically targets value stocks, which are shares of established companies that appear to be undervalued relative to their intrinsic worth based on fundamental analysis. Its portfolio is diversified across various sectors, with significant holdings in consumer defensive, financial services, healthcare, energy, and technology. Notable companies in the fund include Walmart, Philip Morris International, Citigroup, Coca-Cola, Exxon Mobil, AbbVie, Microsoft, and Cisco Systems, collectively representing a substantial portion of the fund’s assets. The fund employs a disciplined value-investing approach, aiming to identify and capitalize on securities that exhibit characteristics for improved valuations. With a below-average expense ratio and a focus on long-term appreciation and stability, the fund plays a key role in diversified portfolios seeking exposure to large-cap value equities in the U.S. market.
Fund Family Franklin Templeton Investments
Category Large Value
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PEYAX
Share Class Class A Shares
Index Russell 1000 Value TR
PEYAX had a total return of 30.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.04%.
