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Morningstar

Putnam Core Equity Fund B PMYBX

Morningstar Medalist Rating
Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 30.39  /  1.46 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level Average
  • Share Class Type —
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Closed
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:17 PM GMT+0

Morningstar’s Analysis PMYBX

Will PMYBX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMYBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PMYBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PMYBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A laudable past, but an uncertain future.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Putnam Core Equity’s unusual approach has posted high returns, but its opaque process, frequent changes, and key-person risk drive a Morningstar Analyst Rating of Neutral across all share classes.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PMYBX

More PMYBX Holdings
  • Current Portfolio Date
  • Equity Holdings 101
  • Bond Holdings 4
  • Other Holdings 5
  • % Assets in Top 10 Holdings 36.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.13
280,325,056
Technology

Microsoft Corp

7.74
266,978,933
Technology

Alphabet Inc Class C

3.74
128,986,561
Communication Services

E-mini Russell 2000 Index Future Sept 23

3.30
113,746,075
—

Amazon.com Inc

2.89
99,791,101
Consumer Cyclical

NVIDIA Corp

2.22
76,684,643
Technology

E-mini S&P 500 Future Sept 23

2.22
76,524,662
—

Berkshire Hathaway Inc Class B

2.02
69,659,139
Financial Services

Mastercard Inc Class A

1.96
67,742,385
Financial Services

Oracle Corp

1.95
67,107,453
Technology