Morningstar

Putnam Core Equity Fund Class C PMYCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 50.74  /  −0.18 %
  • Total Assets 6.2B
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.670%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.18%
  • Turnover 13%

USD | NAV as of Oct 08, 2026 | 1-Day Return as of Oct 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PMYCX

Will PMYCX outperform in the 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 PMYCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PMYCX 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 PMYCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A different management duo using the same approach.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Putnam Core Equity will use the long-standing process with one veteran manager and a newer one, earning Average ratings for People and Process.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PMYCX

More PMYCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.55 469M
Technology

Apple Inc

6.89 428M
Technology

Microsoft Corp

5.84 363M
Technology

Alphabet Inc Class C

5.59 347M
Communication Services

Amazon.com Inc

4.25 264M
Consumer Cyclical

Broadcom Inc

2.64 164M
Technology

Meta Platforms Inc Class A

2.31 143M
Communication Services

Lam Research Corp

2.15 134M
Technology

Mastercard Inc Class A

1.82 113M
Financial Services

The Goldman Sachs Group Inc

1.76 109M
Financial Services

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