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Putnam Core Equity Fund A PMYAX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 39.36  /  +0.87 %
  • Total Assets 4.4 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.66%
  • Turnover 13%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis PMYAX

Will PMYAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Its results have been great, but its long-term prospects are unclear.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Putnam Core Equity’s historical success has depended on two investors plying an idiosyncratic process, earning Average ratings for People and Process going forward.

Rated on Published on

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Portfolio Holdings PMYAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.66 298.8 Mil
Technology

Apple Inc

6.69 260.7 Mil
Technology

E-mini Russell 2000 Index Future Mar 24

5.45 212.3 Mil

Alphabet Inc Class C

3.63 141.4 Mil
Communication Services

Amazon.com Inc

3.08 120.2 Mil
Consumer Cyclical

Repo Tripa Mortg 5.33 01/02/2024

2.70 105.3 Mil
Cash and Equivalents

NVIDIA Corp

2.50 97.4 Mil
Technology

Meta Platforms Inc Class A

2.30 89.7 Mil
Communication Services

Mastercard Inc Class A

1.95 75.9 Mil
Financial Services

Berkshire Hathaway Inc Class B

1.82 71.1 Mil
Financial Services