Putnam Equity Income A (PEYAX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.98%|
Performance & Risk
|5y Avg Return:||15.03%|
|Rank in Category (ytd):||20|
|% Rank in Category (ytd):||1.55%|
|Morningstar Risk Rating:||3|
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, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments. View More