Putnam Large Cap Value Fund
PEQSX
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- Putnam Large Cap Value Fund (PEQSX) is an open-end mutual fund that seeks capital growth and current income by investing primarily in common stocks of U.S. companies, with a focus on value stocks offering potential for capital appreciation, current income, or both; it employs a relative value approach using fundamental and quantitative tools to identify opportunities, emphasizes dividend growth companies able to return cash to shareholders, and applies disciplined risk management to maximize stock-specific alpha while limiting unintended factor risks. The fund targets large-cap value securities across sectors including financials (20.30%), health care (13.07%), industrials (11.58%), information technology (10.23%), and consumer staples (9.40%), with top holdings such as Citigroup, Philip Morris International, Exxon Mobil, AbbVie, and Walmart; Class R6 shares (ticker: PEQSX, CUSIP: 746745801), available since July 2, 2012, cater to institutional and retirement plan investors with low expense ratios. Managed by Putnam Investments, a subsidiary of Franklin Templeton, the fund operates within the large value category (Morningstar) and Lipper large-cap value funds classification, serving individual, institutional, and retirement investors primarily in the U.S. market. Putnam Investments, the fund's investment manager founded in 1937 by George Putnam and headquartered in Boston, Massachusetts, provides a range of equity-only strategies worldwide through offices in London, Tokyo, Frankfurt, Sydney, and Singapore; it manages diversified equity portfolios emphasizing stock-specific opportunities, fundamental research, and downside risk controls across market cycles. In a major development, Franklin Templeton completed its acquisition of Putnam Investments from Great-West Lifeco on January 1, 2024, for $925 million, adding complementary equity capabilities, accelerating growth in the retirement sector with defined contribution assets exceeding $100 billion, and enhancing scale in mutual funds; this integration enables expanded access to Putnam's strategies, including extensions of investment capabilities to international platforms in regions such as the Middle East as of late 2025.