PEQNX : Putnam Equity Income Fund Class B

PEQNX is a US Stocks Market Large Value with HIGH fees.

PEQNX

Putnam Equity Income Fund Class B

FI Score

48 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

48% FI Score
  • peqnx
  • Mutual Fund
  • US Stocks
  • Large Value

Putnam Equity Income Fund Class B

Expenses: 1.66% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital growth and current income. The fund invests mainly in common stocks of midsize and large 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.

Largest Holdings

Amount Holding
4.33% Microsoft Corp
3.23% Walmart Inc
3.06% JPMorgan Chase & Co
2.93% Bank of America Corp
2.55% Citigroup Inc
2.40% Johnson & Johnson
2.30% Northrop Grumman Corp
2.00% American Tower Corp
1.94% Cigna Corp
1.82% Merck & Co Inc
1.78% Eli Lilly and Co
1.75% Procter & Gamble Co
1.70% American Electric Power Co Inc
1.66% Charter Communications Inc A
1.62% Amgen Inc
1.60% AstraZeneca PLC ADR
1.59% Regeneron Pharmaceuticals Inc
1.55% Exelon Corp
1.52% AbbVie Inc
1.45% AT&T Inc
1.44% NRG Energy Inc
1.43% Union Pacific Corp
1.38% Comcast Corp Class A
1.34% PepsiCo Inc
1.29% BJ's Wholesale Club Holdings Inc

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