Morningstar

Putnam Large Cap Value Fund Class A PEYAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis PEYAX

Will PEYAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEYAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PEYAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PEYAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A multifaceted approach to value.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

Putnam Large Cap Value’s capable managers and differentiated approach drive Above Average People and Process ratings. The strategy is a part of a suite of rapidly growing offerings (by total assets), so capacity bears close watching.

by Indira Fisher
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