Putnam Large Cap Value Fund - Putnam
Shareclass
Putnam Large Cap Value Fund Class R Shares (PEQRX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Putnam Large Cap Value Fund - Putnam
FUND COVERAGE
# of holdings71
% of assets95%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC1.33%$630.72M
- 2. Sanofi SA1.1%$522.08M
- 3. Procter & Gamble Co/The1.48%$700.72M
- 4. Novo Nordisk A/S0.94%$445.18M
- 5. Bank of America Corp2.18%$1.03B
- 6. Citigroup Inc3.83%$1.81B
- 7. Philip Morris International Inc2.43%$1.15B
- 8. Hilton Worldwide Holdings Inc1.18%$556.23M
- 9. Shell PLC1.1%$522.05M
- 10. JPMorgan Chase & Co1.06%$501.9M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Charter Communications Inc0.38%$180.79M
- 2. NextEra Energy Inc2.23%$1.05B
- 3. Marvell Technology Inc0.86%$405.78M
- 4. Charles Schwab Corp/The1.73%$815.27M
- 5. PulteGroup Inc1.79%$846.44M
- 6. BJ's Wholesale Club Holdings Inc0.51%$239.46M
- 7. United Rentals Inc0.9%$426.08M
- 8. Vornado Realty Trust0.53%$249.52M
- 9. Apollo Global Management Inc1.03%$485.66M
- 10. Southwest Airlines Co1.81%$856.56M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Putnam Large Cap Value Fund - Putnam
Totals
Holdings
Assets
Weight
Prisons
7.0
$7.6B
16%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
9.0
$8.9B
19%
Borders high risk
2.0
$1.48B
3.13%
Total
11.0
$10.32B
22%
Holdings — 11 flagged holdings
1.
Alphabet Inc
:$1.88B
3.98%
2.
General Motors Co
:$1.17B
2.48%
3.
Walmart Inc
$1.15B
2.44%
4.
Amazon.com Inc
:$1.1B
2.33%
5.
Microsoft Corp
:$1.09B
2.31%
6.
Thermo Fisher Scientific Inc
:$937.76M
1.98%
7.
Accenture PLC
:$787.82M
1.67%
8.
RTX Corp
:$768.01M
1.63%
9.
Northrop Grumman Corp
:$709.11M
1.5%
10.
Ingersoll Rand Inc
:$453.49M
0.96%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Putnam Large Cap Value Fund - Putnam PEQRX
Environment
Social
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