Equity

Active strategies seeking long-term outperformance

We offer a range of attractive equity portfolios for DC plans, including multiple 4- and 5-star funds.

Equity strategies with a record of solid performance

Name of fund Category Overall Morningstar RatingTM
as of 04/30/21
Retirement share class expense ratio
International Value Fund Value (out of 332 in category) 0.98
Growth Opportunities Fund Growth (out of 1,168 in category) 0.68
Research Fund Blend (out of 1,224 in category) 0.69
Large Cap Value Fund Value (out of 1,131 in category) 0.55
Small Cap Growth Fund Growth (out of 574 in category) 0.84
Emerging Markets Equity Fund Blend (out of 689 in category) 1.27
Global Technology Fund Global Sector (out of 206 in category) 0.74
Multi-Cap Core Fund Blend (out of 1,224 in category) 0.63

Putnam Growth Opportunities Fund (PGOEX)

Durable growth themes and companies that benefit from them

A thematic approach is a distinctive feature of the fund. The team analyzes global trends, as well as problems and potential solutions, to identify which themes could drive sustained growth for businesses over a multi-year time horizon.

Learn more about Putnam Growth Opportunities Fund:  Brochure | Fund details | Quarterly commentary

Putnam Large Cap Value Fund (PEQSX)

(also available as a CIT)

A multidimensional approach to value investing.

A focus on dividend growth and defining value outside the index. The fund invests in three dimensions of value:

VALUE STOCKS

Attractively priced stocks of companies that are poised for improvement

DIVIDEND GROWERS

Stocks of companies that are willing and able to increase their dividends

CASH-FLOW GENERATORS

Stocks of companies with strong cash flows, earnings quality, and capital allocation strategies

Learn more about Putnam Large Cap Value Fund:  Brochure | Fund details | CIT details | Quarterly commentary

Putnam Small Cap Growth Fund (PSYGX)

Seeking to capitalize on growing small companies

A focus on high-quality companies differentiates the fund from peers, says Portfolio Manager Bill Monroe, CFA.

Small companies

Often overlooked by Wall Street analysts, the stocks of small companies can represent attractive opportunities.

Growth Focus

Small companies tend to be flexible and innovative, and can often grow their earnings at faster rates than larger companies.

Solid performance

Portfolio manager Bill Monroe since 2017 has delivered higher returns than the Russell 2000 Growth Index, with better performance in both rising and falling markets.

Learn more about Putnam Small Cap Growth Fund:  Fund details | Fact Sheet | Quarterly commentary

Timely articles and key literature

Don't overlook international small caps

Don't overlook international small caps

When focused on diversification one asset class that is often overlooked is non-U.S. small-caps.

Read post

How BDCs can help in changing equity markets

How BDCs can help in changing equity markets

Many features, including the potential for high yields, make BDCs a good counterweight to equity market volatility.

Equity InsightsEquity Insights | June 1, 2021