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 12/31/20
Retirement share class expense ratio
Growth Opportunities Fund Growth (out of 1,197 in category) 0.68
Research Fund Blend (out of 1,232 in category) 0.69
Equity Income Fund Value (out of 1,128 in category) 0.55
Small Cap Growth Fund Growth (out of 576 in category) 0.84
Emerging Markets Equity Fund Blend (out of 576 in category) 1.27
Focused Equity Fund Blend (out of 576 in category) 0.91
Global Technology Fund Global Sector (out of 576 in category) 0.74
Multi-Cap Core Fund Blend (out of 576 in category) 0.63
Sustainable Leaders Fund Growth (out of 576 in category) 0.66

Putnam Growth Opportunities Fund (PGOEX)

Overall Morningstar Rating out of 1,197 funds in the Large Growth category based on total return as of 12/31/20.

Putnam Growth Opportunities Fund

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. Explore 11 themes that the Growth Opportunities Fund team believes could drive sustained growth for businesses over a multi-year time horizon.

Get to know more about Putnam Growth Opportunities Fund.

Blending investment themes with deep fundamental research.

Putnam Equity Income Fund (PEIYX)also available as a CIT

Overall Morningstar Rating out of 1,128 funds in the Large Value category based on total return as of 12/31/20.

A multidimensional approach to value investing

The fund invests in three dimensions of value:

  • Attractively priced stocks of companies that are poised for improvement
  • Stocks of companies that are willing and able to increase their dividends
  • Stocks of companies with strong cash flows, earnings quality, and capital allocation strategies

Putnam Equity Income Fund

Get to know more about Putnam Equity Income Fund.

A focus on dividend growth and defining value outside the index.

Staying invested even when markets are volatile can serve investors well

By staying fully invested over the past 15 years, you would have earned more than someone who missed the market's 10 best days.

Test your own investment amount:

$10,000 invested in the S&P 500 (12/31/04–12/31/19)

Data is historical. Past performance is not a guarantee of future results. The best time to invest assumes shares are bought when market prices are low.

Stayed fully invested:
% annualized total return
Missed 10 best days:
%
less by missing the 10 best days
Missed 20 best days:
%
Missed 30 best days:
%
Missed 40 best days:
%

Data is historical. Past performance is not a guarantee of future results. The best time to invest assumes shares are bought when market prices are low.

Timely articles and key literature

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