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
B+ (Buy)

Fund Holdings

The fund is overweight to the financial sector.

Asset Allocation

% Long % Net
Cash 1.96 1.96
Stocks 88.26 88.26
Bonds 0.0 0.0
Other 1.68 1.68
Foreign Bonds 0.0 0.0
Foreign Stocks 7.32 7.32
Convertible 0.73 0.73
Preferred 0.05 0.05

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Exxon Mobil Corporation XOM 1.46 2.78
Marathon Oil Corp MRO 13.71 2.7
MetLife Inc MET 5.35 2.12
Eli Lilly and Co LLY 24.47 2.09
Johnson & Johnson JNJ 17.08 2.09
Northrop Grumman Corp NOC 6.22 2.04
Royal Dutch Shell PLC ADR Class A RDS.A 18.75 1.97
Cigna Corp CI 5.92 1.95
Comcast Corp Class A CMCSK 8.88 1.89
State Street Corp STT -7.04 1.8

Large Value Funds

Highest Returns (10-year)

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