Nasdaq
USD
Putnam Large Cap Value A (PEYAX)
46.14
-0.16
(-0.35%)
As of 8:10:22 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 18.23% |
|---|---|
| 5y Average Return | 13.88% |
| Number of Years Up | 40 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 30, 2026) | 31.63% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 31.63% |
| Worst 3Y Total Return | 7.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PEYAX
Category
- YTD
- 12.91%
- 4.44%
- 1-Month
- -2.43%
- -4.04%
- 3-Month
- 2.33%
- 4.09%
- 1-Year
- 19.64%
- 14.37%
- 3-Year
- 20.85%
- 6.04%
- 5-Year
- 14.11%
- 9.20%
- 10-Year
- 13.70%
- 8.57%
- Last Bull Market
- 27.38%
- 22.97%
- Last Bear Market
- -10.44%
- -11.27%
Annual Total Return (%) History
Year
PEYAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.74% | 9.53% | 2.33% | -- |
|
2025
|
2.28% | 4.55% | 5.94% | 5.96% |
|
2024
|
12.52% | 1.36% | 6.72% | -2.22% |
|
2023
|
1.77% | 5.25% | -1.54% | 9.43% |
|
2022
|
0.41% | -10.44% | -3.77% | 11.98% |
|
2021
|
11.16% | 6.47% | -0.06% | 7.24% |
|
2020
|
-25.18% | 17.47% | 4.25% | 15.51% |
|
2019
|
11.81% | 4.16% | 2.57% | 8.77% |
|
2018
|
-2.03% | 2.26% | 6.46% | -14.07% |
|
2017
|
4.66% | 1.54% | 5.09% | 6.27% |
Rank in Category (By Total Return)
| YTD | 44 |
| 1-Month | 12 |
|---|---|
| 3-Month | 25 |
| 1-Year | 25 |
| 3-Year | 15 |
| 5-Year | 6 |
Load Adjusted Returns
| 1-Year | 12.76% |
| 3-Year | 18.49% |
|---|---|
| 5-Year | 12.77% |
| 10-Year | 13.03% |
Performance & Risk
| YTD Return | 18.23% |
| 5y Average Return | 13.88% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Franklin Templeton, Inc |
| Net Assets | 55.21B |
| YTD Return | 12.91% |
| Yield | 0.86% |
| Morningstar Rating | |
| Inception Date | Jan 21, 2003 |
Fund Summary
The fund invests mainly in common stocks of 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.
