Great-West Putnam Equity Income Fund

Class Other (MXQIX)

U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.40 percent over the past year, and 16.70 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 8.1%
1 Year 23.4%
3 Years (Annualized) 16.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital growth and current income. The fund will, under normal circumstances, invest at least 80% of its net assets in equity securities. It invests mainly in common stocks of midsize and large U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are those that the portfolio managers believe are currently undervalued by the market. The fund invests mainly in midsize and large companies, which are of a size similar to those in the Russell 1000 Value Index.

Fees

Fees are Low compared to funds in the same category.
Great-West Putnam Equity Income Fund has an expense ratio of 1.10 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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Large Value Funds

Highest Returns (10-year)

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