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

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

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.

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

Timely articles and key literature

Look beyond dividends for income from value investing

Look beyond dividends for income from value investing

To build a value investment strategy, consider dividends in the context of overall income.

Read post

Why a repeat of the “stagnant ‘70s” is unlikely

Why a repeat of the “stagnant ‘70s” is unlikely

Inflation is a challenge, but for many reasons we don't believe financial markets will experience a repeat of the stagnant 1970s.

Equity InsightsEquity Insights | June 1, 2022