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 05/31/22 |
Retirement share class expense ratio |
---|---|---|---|
International Value Fund | Value | (out of 317 in category) | 0.99 |
International Capital Opportunities Fund | Blend | (out of 87 in category) | 1.08 |
Growth Opportunities Fund | Growth | (out of 1,142 in category) | 0.64 |
Research Fund | Blend | (out of 1,221 in category) | 0.66 |
Large Cap Value Fund | Value | (out of 1,145 in category) | 0.54 |
Focused International Equity Fund | Blend | (out of 705 in category) | 0.7 |
Global Health Care Fund | Global Sector | (out of 142 in category) | 0.71 |
Small Cap Growth Fund | Growth | (out of 585 in category) | 0.83 |
Emerging Markets Equity Fund | Blend | (out of 731 in category) | 1.21 |
Global Technology Fund | Global Sector | (out of 213 in category) | 0.73 |
Multi-Cap Core Fund | Blend | (out of 1,221 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: 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
Putnam Small Cap Growth Fund (Also available as a CIT)
Seeking to capitalize on growing small companies
Small companies can add an attractive source of long-term investment growth for participants of a retirement plan.
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.
Long-term Strategy
Portfolio Manager Bill Monroe keeps the fund focused on small-cap growth stocks, favoring high-quality companies balanced with a smaller position in more aggressive growth companies.
Timely articles and key literature
