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PEQSX Putnam Large Cap Value R6 Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Walmart (NYSE:WMT), Exxon Mobil Corp (NYSE:XOM), Oracle Corp (NYSE:ORCL), Bank of America Corp (NYSE:BAC), Coca-Cola Company (NYSE:KO), QUALCOMM (NASDAQ:QCOM), Citigroup (NYSE:C), Regeneron Pharmaceuticals (NASDAQ:REGN), Pultegroup (NYSE:PHM).

Industry description

The investment seeks capital growth and current income. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.

Market Cap

The average market capitalization across the Putnam Large Cap Value R6 MF is 563.38B. The market cap for tickers in the group ranges from 25.45B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PHM at 25.45B.

Volume

The average weekly volume growth across all stocks in the Putnam Large Cap Value R6 MF was 7%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 57%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 41
Price Growth Rating: 37
SMR Rating: 28
Profit Risk Rating: 25
Seasonality Score: 0 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Putnam Equity Income FundOne Post Office Sq Mailstop A 14Boston
Phone
N/A
Web
www.putnam.com
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PEQSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PEQSX has been closely correlated with VIVAX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if PEQSX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PEQSX
1D Price
Change %
PEQSX100%
+0.95%
VIVAX - PEQSX
88%
Closely correlated
+1.22%
VIVIX - PEQSX
88%
Closely correlated
+1.22%
VVIAX - PEQSX
88%
Closely correlated
+1.22%
RMEBX - PEQSX
86%
Closely correlated
+0.90%
RMFEX - PEQSX
86%
Closely correlated
+0.90%
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