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.
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The experience economy
The appeal of experiences has become more widespread after the pandemic lockdowns in 2020. This demand, combined with higher levels of personal savings, should help a number of businesses grow at above-market rates for an extended period of time.
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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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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
Look beyond dividends for income from value investing
To build a value investment strategy, consider dividends in the context of overall income.
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.
| June 1, 2022