Putnam Large Cap Value Fund
Shareclass
Putnam Large Cap Value Y (PEIYX)
Type
Open-end mutual fund
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
FUND COVERAGE
# of holdings69
% of assets97%
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
28 / 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 PLC ADR1.24%$521.6M
- 2. Sanofi SA1.24%$524.13M
- 3. Procter & Gamble Co1.68%$709.4M
- 4. Novo Nordisk AS ADR0.98%$415.67M
- 5. Bank of America Corp2.37%$1B
- 6. Citigroup Inc3.76%$1.59B
- 7. Philip Morris International Inc2.46%$1.04B
- 8. Hilton Worldwide Holdings Inc1.15%$483.43M
- 9. Shell PLC1.15%$486.01M
- 10. JPMorgan Chase & Co1.23%$517.55M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Charter Communications Inc Class A0.57%$241.3M
- 2. NextEra Energy Inc1.86%$785.02M
- 3. Marvell Technology Inc0.78%$328.53M
- 4. Charles Schwab Corp1.77%$748.98M
- 5. PulteGroup Inc2.12%$894.08M
- 6. BJ's Wholesale Club Holdings Inc0.57%$241.56M
- 7. United Rentals Inc1.23%$520.11M
- 8. Vornado Realty Trust0.75%$317.22M
- 9. Apollo Asset Management, Inc.1.14%$481.08M
- 10. Southwest Airlines Co1.36%$575.19M
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
Totals
Holdings
Assets
Weight
Prisons
6
$5.61B
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
8
$7.08B
17%
Borders high risk
2
$1.43B
3.38%
Total
10
$8.31B
20%
Holdings — 10 flagged holdings
1.
Alphabet Inc Class A
:$1.35B
3.21%
2.
Microsoft Corp
:$1.17B
2.78%
3.
Amazon.com Inc
:$1.01B
2.39%
4.
Walmart Inc
$997.31M
2.36%
5.
General Motors Co
:$849.68M
2.01%
6.
RTX Corp
:$802.57M
1.9%
7.
Thermo Fisher Scientific Inc
:$786.08M
1.86%
8.
Northrop Grumman Corp
:$624.15M
1.48%
9.
Accenture PLC Class A
:$483.09M
1.14%
10.
Target Corp
$223.04M
0.53%
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 PEIYX
Environment
Social
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