PEQSX – Putnam Large Cap Value R6 Investment Strategy | Morningstar

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Strategy

The investment seeks capital growth and current income. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PEIYX	Putnam Large Cap Value Fund Class Y	Institutional	Open			Oct 1, 1998	$27.43B	0.600%	Below Average	$0	$2.25B
PEYAX	Putnam Large Cap Value Fund Class A	Front Load	Open			Jun 15, 1977	$13.73B	0.850%	Below Average	$0	−$436.33M
PEQCX	Putnam Large Cap Value Fund Class C	Level Load	Open			Feb 1, 1999	$620.08M	1.600%	Below Average	$0	$39.29M
PEQLX	Putnam Large Cap Value Fund Class R5	Retirement, Large	Open			Jul 2, 2012	$93.64M	0.620%	Average	$0	$15.15M
PEQSX	Putnam Large Cap Value Fund Class R6	Retirement, Large	Open			Jul 2, 2012	$13.32B	0.520%	Below Average	$0	$2.63B
PEQRX	Putnam Large Cap Value Fund Class R	Retirement, Medium	Open			Jan 21, 2003	$263.20M	1.100%	Average	$0	$48.73M

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