Equity

Active strategies seeking long-term outperformance

We offer a range of attractive equity portfolios for DC plans, including multiple 4- and 5-star rated funds.

Putnam offers 15 equity options for DC plans. Explore all 15 here.

Blending investment themes with deep fundamental research

Putnam Growth Opportunities Fund

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.

Brochure (PDF)

A multidimensional approach to value investing

Putnam Equity Income Fund

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

Brochure (PDF)

Blending investment themes with deep fundamental research

Blending investment themes with deep fundamental research

Blending investment themes with deep fundamental research

Putnam Growth Opportunities Fund

Putnam Growth Opportunities Fund

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.

Brochure (PDF)

Brochure: Investing for the new decade

A multidimensional approach to value investing

A multidimensional approach to value investing

A multidimensional approach to value investing

Putnam Equity Income Fund

Putnam Equity Income Fund

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

Brochure (PDF)

Brochure: A multidimensional approach to value investing

Consider large-cap investments for your DC plan

Putnam Growth Opportunities Fund

Putnam Growth Opportunities Fund

Putnam Growth
Opportunities Fund


Overall Morningstar Rating™ out of 1,229 funds in the Large Growth category based on total return as of 09/30/20

Fund details
Putnam Equity Income Fund

Putnam Equity Income Fund
(also available as a CIT)

Putnam Equity Income Fund
(also available as a CIT)


Overall Morningstar Rating™ out of 1,129 funds in the Large Value category based on total return as of 09/30/20

Fund details CIT details

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.

Stayed fully invested:
% annualized total return
Missed 10 best days:
%
less by missing the 10 best days
Missed 20 best days:
%
Missed 30 best days:
%
Missed 40 best days:
%

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

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.

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Company diversity and social justice

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.

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