Putnam Equity Income Fund Quote
| PEYAX Fund | USD 39.58 0.33 0.84% |
PerformanceGood
| Odds Of DistressLow
|
Putnam Equity is trading at 39.58 as of the 6th of January 2026; that is 0.84 percent up since the beginning of the trading day. The fund's open price was 39.25. Putnam Equity has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 7th of December 2025 and ending today, the 6th of January 2026. 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 against Putnam Mutual Fund
Putnam Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Value Funds, Large Value, Franklin Templeton Investments, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 28th of February 2025 |
| Fiscal Year End | October |
Putnam Equity Income [PEYAX] is traded in USA and was established 6th of January 2026. Putnam Equity is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 44.28 B in assets with no minimum investment requirementsPutnam Equity Income is currently producing year-to-date (YTD) return of 8.22% with the current yeild of 0.01%, while the total return for the last 3 years was 15.68%.
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
| AEP | American Electric Power | Stock | Utilities | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| WMT | Walmart Common Stock | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| NOC | Northrop Grumman | Stock | Industrials |
Putnam Equity Income Risk Profiles
| Mean Deviation | 0.5338 | |||
| Semi Deviation | 0.5255 | |||
| Standard Deviation | 0.6667 | |||
| Variance | 0.4445 |
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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