• A new option within your Portfolio Select UMA and Raymond James Consulting Services
  • A model-delivered SMA featuring the veteran managers of Putnam Large Cap Value Fund
  • Selected after years of analysis by the Raymond James AMS Research Team

Putnam U.S. Large Cap Value Equity Concentrated

Learn more about this model-delivered SMA

Product information

Also available as Putnam Large Cap Value Fund


Seeks performance that is consistently good,
not occasionally great
Performance
Invests in companies that can grow their dividends and are willing and able to return cash to shareholders
Performance

A model-delivered SMA featuring the veteran managers of Putnam Large Cap Value Fund

Darren A. Jaroch, CFA

Portfolio Manager

Darren joined Putnam in 1999 and has been in the investment industry since 1996.

Darren A. Jaroch, CFA

Lauren B. DeMore, CFA

Portfolio Manager

Lauren joined Putnam in 2006 and has been in the investment industry since 2002.

Lauren B. DeMore, CFA

Actual results could be materially different from the stated goals. As with any investment, there is a potential for profit as well as the possibility of loss. Model-delivered separately managed accounts (SMAs) are non-discretionary investment services provided by Putnam Investment Management, LLC through the Raymond James Portfolio Select UMA and Raymond James Consulting Services platform. Putnam generally provides ongoing investment recommendations through one or more “model” portfolios, and Raymond James, rather than Putnam, makes investment decisions and executes trades on behalf of its underlying clients. Raymond James decides in its discretion whether to make any changes to the model that Putnam recommends and is also solely responsible for determining the suitability of the strategy and investments for each client that participates