Putnam Equity Income Fund Quote

PEQLX Fund  USD 36.30  0.48  1.34%   

Performance

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Odds Of Distress

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Putnam Equity is trading at 36.30 as of the 1st of March 2025; that is 1.34% up since the beginning of the trading day. The fund's open price was 35.82. Putnam Equity has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
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. More on Putnam Equity Income

Moving together with Putnam Mutual Fund

  1.0PEYAX Putnam Equity IncomePairCorr

Moving against Putnam Mutual Fund

  0.33PFICX Putnam Floating RatePairCorr
  0.32PFRZX Putnam Floating RatePairCorr

Putnam Mutual Fund Highlights

Fund ConcentrationPutnam Funds, Large Value Funds, Large Value, Putnam, Large Value, Large Value (View all Sectors)
Update Date31st of December 2024
Putnam Equity Income [PEQLX] is traded in USA and was established 1st of March 2025. Putnam Equity is listed under Putnam category by Fama And French industry classification. The fund is listed under Large Value category and is part of Putnam family. This fund at this time has accumulated 13.06 B in assets with no minimum investment requirementsPutnam Equity Income is currently producing year-to-date (YTD) return of 5.48% with the current yeild of 0.01%, while the total return for the last 3 years was 12.9%.
Check Putnam Equity Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Putnam Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Putnam Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Putnam Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Putnam Equity Income Mutual Fund Constituents

SCHWCharles Schwab CorpStockFinancials
CMCSAComcast CorpStockCommunication Services
AEPAmerican Electric PowerStockUtilities
ABBVAbbVie IncStockHealth Care
WMTWalmartStockConsumer Staples
REGNRegeneron PharmaceuticalsStockHealth Care
QCOMQualcomm IncorporatedStockInformation Technology
NOCNorthrop GrummanStockIndustrials
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Putnam Equity Income Risk Profiles

Putnam Equity Against Markets

Other Information on Investing in Putnam Mutual Fund

Putnam Equity financial ratios help investors to determine whether Putnam Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Putnam with respect to the benefits of owning Putnam Equity security.
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