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    Putnam Equity Income A (PEYAX)

    21.32 Down 1.68(7.30%) Dec 26
    Prev Close:23.00
    YTD Return*:12.43%
    Net Assets*:6.06B
    Yield*:1.72%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    MRO2.70-13.51
    XOM2.54-4.26
    LLY2.1841.84
    JNJ2.1521.49
    NOC2.0724.67

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:6.06B
    Category:Large Value
    Annual Report Expense Ratio (net):1.02%

    Performance & Risk

    YTD Return:12.43%
    5y Avg Return:15.39%
    Rank in Category (ytd):19
    % Rank in Category (ytd):1.47%
    Beta (3y):1.05
    Morningstar Risk Rating:3

    Fund Summary

    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
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