Putnam Equity Income Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 4 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

The fund is overweight to the financial sector.

Asset Allocation

% Long % Net
Cash 2.58 2.58
Stocks 86.34 86.34
Bonds 0.0 0.0
Other 1.18 1.18
Foreign Bonds 0.0 0.0
Foreign Stocks 9.06 9.06
Convertible 0.79 0.79
Preferred 0.05 0.05

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Exxon Mobil Corporation XOM -5.01 2.99
Marathon Oil Corp MRO -4.45 2.79
Northrop Grumman Corp NOC 6.13 2.47
MetLife Inc MET -6.63 2.25
Cigna Corp CI -10.14 2.12
Johnson & Johnson JNJ 0.69 2.02
Royal Dutch Shell PLC ADR Class A RDS.A 1.99 2.0
State Street Corp STT -11.16 1.97
Eli Lilly and Company LLY 16.71 1.88
Comcast Corp CMCSK -1.02 1.87