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.
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
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.
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
Consider large-cap investments for your DC plan
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
(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 detailsStaying 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.