Asset Class US Equity

Why invest in this fund?

  • Seek return potential from high-quality undervalued US companies with strong financials and cash flows.
  • Employ risk management that prioritizes stability and downside risk mitigation.
  • Leverage a seasoned management team with decades of value investing experience.

Key Facts

Asset Class

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Portfolio Managers

Darren Jaroch, CFA

Portfolio Manager

Investment experience since 1996

Putnam Investments Inc.

Lauren DeMore, CFA

Portfolio Manager

Investment experience since 2002

Putnam Investments Inc.

Performance

End value as of

Peer Benchmark End Value as of

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Calendar Year Returns % in CAD

As of

Fund performance is not available for funds with a history of less than one calendar year (January 1-December 31).

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Portfolio

Major holdings represent 0.00% of the fund as of

Major Holdings

Allocations

Codes & Fees

More Advisor Information
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Historical Data

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Periodic Distributions