PEQMX — Putnam Global Equity Fund
Data updated: 2026-09-25
PEQMX — Putnam Global Equity Fund. Developed ex-US Small Cap Blend / Core Energy Equity · $1.03B AUM. Holdings, fees, performance and SEC filings.
PEQMX Fund Overview
PEQMX — Putnam Global Equity Fund is a US mutual fund managed by Putnam Focused International Equity Fund, categorised as Developed ex-US Small Cap Blend / Core Energy Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Putnam Focused International Equity Fund
- Category: Developed ex-US Small Cap Blend / Core Energy Equity
- Assets under management: $1.03B
- Ticker: PEQMX
- SEC CIK: 0000081251
- SEC series ID: S000005651
- Share class ID: C000015435
PEQMX Investment Objective and Strategy
Putnam Global Equity Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Putnam Focused International Equity Fund.
Investment objective
Putnam Global Equity Fund seeks capital appreciation.
Principal investment strategy
We invest mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that we believe have favorable investment potential. For example, we may purchase stocks of companies with stock prices that reflect a value lower than that which we place on the company. Under normal circumstances, we invest at least 80% of the fund’s net assets in equity investments. This policy may be changed only after 60 days’ notice to shareholders. We may also consider other factors that we believe will cause the stock price to rise. We invest mainly in developed countries, but may invest in emerging markets. We 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.
We may also use derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes.
PEQMX Holdings
Top 10 holdings of Putnam Global Equity Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Taiwan Semiconductor Manufacturing Co. Ltd. | 8.02% |
| ASML Holding NV | 5.01% |
| Ryanair Holdings plc | 4.92% |
| Constellation Software, Inc. | 4.12% |
| Canadian Natural Resources Ltd. | 3.93% |
| AIB Group plc | 3.74% |
| Bayer AG | 3.73% |
| Edenred SE | 3.59% |
| CTS Eventim AG & Co. KGaA | 3.45% |
| Rightmove plc | 3.38% |
PEQMX Portfolio Allocation
Asset-class allocation of Putnam Global Equity Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 98.3% |
| Cash & Equivalents | 1.5% |
| Other | 1.4% |
PEQMX Costs and Fees
PEQMX costs about $165 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.65%
- Gross expense ratio: 1.65%
- Portfolio turnover: 29%
- Brokerage commissions: 13.42 bps of average net assets (SEC N-CEN)
PEQMX Cashflows
Over the 12 months to 2026-04, Putnam Global Equity Fund had net inflows of $40.73M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | −$3.85M |
| 2026-03 | $28.96M |
| 2026-02 | −$3.03M |
| 2026-01 | −$1.70M |
| 2025-12 | $47.89M |
| 2025-11 | −$2.26M |
PEQMX Debt Constituents
No individual debt constituents are reported in Putnam Global Equity Fund's latest SEC N-PORT filing.
PEQMX Prospectus and SEC Filings
Official Putnam Global Equity Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-02-24
- Prospectus (485BPOS) — filed 2025-02-26
- Prospectus (485BPOS) — filed 2024-02-26
- Portfolio holdings (N-PORT) — filed 2026-09-25
- Portfolio holdings (N-PORT) — filed 2026-06-24
- Portfolio holdings (N-PORT) — filed 2026-03-27
- Annual census (N-CEN) — filed 2026-01-12
- Annual census (N-CEN) — filed 2025-01-13
Related Funds
Other Developed ex-US Small Cap Blend / Core Energy Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.