The strategy offers a solid track record when value is in favor, when value is out of favor, and in both up and down markets.
The managers seek companies that are willing and able to increase their dividends.
For the fund’s managers, portfolio construction goes beyond superior stock selection and downside protection. Other elements of the process can help the fund outperform its benchmark.
Overall Morningstar Rating™ out of 1,141 funds in the Large Value category based on total return as of 8/31/23
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Customized portfolio positioning that can diversify investment risks
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Portfolio Manager
Darren joined Putnam in 1999 and has been in the investment industry since 1996.
Portfolio Manager
Lauren joined Putnam in 2006 and has been in the investment industry since 2002.
Investment team highlights