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.
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