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.
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.
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Viral effects
We are focused on identifying companies across a multitude of industries that will be beneficiaries once the dust settles. See which company leading-edge diagnostic tools.
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E-commerce and payment processing
There are already more than 80 million mobile phone peer-to-peer payment users in the United States. See which company has experienced consistent, mid-teens year-over-year growth in active accounts.
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5G connectivity and the internet of things
The rapid growth in connected devices and systems will drive carriers to invest rapidly in 5G networks. See which stocks we believe offer strong growth potential as companies make the transition to 5G.
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Autonomous and electric vehicles
The revenue opportunity for semiconductor companies that supply these markets is growing at above-market rates. See which company already has decades of experience providing hardware and software for automakers.
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Increased screen time
In 2019, for the first time, U.S. consumers spent more time with on mobile devices than watching TV. See which company with high free cash flow margins could grow EPS by 20% annually over the next three-plus years.
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Cloud infrastructure and software
Businesses are increasingly shifting their information technology systems to cloud storage. See which company we believe can achieve an annual growth rate of more than 30% by 2023.
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Personalized medicine
The genetic makeup of patients will become increasingly important in the therapy and treatment they receive. See which company opened the world’s largest dedicated cell and gene therapy facility in 2018.
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Digital marketing
More companies are recognizing the importance of digital marketing in driving business growth. Learn about one that is in a unique position to deliver effective marketing campaigns to targeted audiences.
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Humanization of pets
Pets increasingly receive the same level of attention, care, and health maintenance as human family members do. See which company has spent more on R&D over the past five years than all of its competitors combined.
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Controlled distribution
How companies sell and distribute their products and services can offer a distinct advantage. See which company's direct distribution model has resulted in plans to double its digital sales over the next five years.
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Amazon’s influence
As Amazon continues disrupting industries, niche products or services may give certain companies a competitive edge. See which businesses we believe should prove resilient to the competitive threat from the likes of Amazon.
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Get to know more about Putnam Growth Opportunities Fund.
Blending investment themes with deep fundamental research.
- Brochure: Investing for the new decade
- Fund details
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
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.
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
The future is happening faster now
We rarely see as much disruption as we have seen in 2020, and we believe this offers investment opportunities.
Company diversity and social justice
Company diversity is a step toward equity and equity is a step toward inclusion, which is important to company success.