Putnam Equity Income Fund Class M (PEIMX)
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Putnam Equity Income Fund Class M
Putnam Equity Income Fund
One Post Office Sq Mailstop A 14
Boston MA 02109
800-225-1581
Management Information
Lauren B. DeMore,Lead Manager since August 30, 2019
Ms. DeMore is an Assistant Portfolio Manager of Putnam's U.S. large-cap value and international value strategies. She joined Putnam in 2006 and has been in the investment industry since 2002.
Previously at Putnam, Ms. DeMore was an Analyst covering the non-U.S. financials, telecommunications, and utilities sectors. Prior to joining Putnam, Ms. DeMore was an Analyst at EnCapital from 2002 to 2006.
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Morningstar Category
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Fund Overview
CategoryLarge Value
Fund FamilyPutnam
Net Assets13.19B
YTD Return21.41%
Yield1.25%
Morningstar Rating★★★
Inception DateDec 1, 1994
Fund Operations
Last Dividend0.07
Last Cap Gain0.00
Holdings Turnover16.00%
Average for CategoryN/A
Fees & Expenses
ExpensePEIMXCategory Average
Annual Report Expense Ratio (net)1.41%0.94%
Prospectus Net Expense Ratio1.41%N/A
Prospectus Gross Expense Ratio1.41%N/A
Max 12b1 Fee0.75%N/A
Max Front End Sales Load3.50%5.24%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection781N/A
5 Yr Expense Projection1,094N/A
10 Yr Expense Projection1,982N/A
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