Putnam Core Equity will use the long-standing process with one veteran manager and a newer one, earning Average ratings for People and Process.
Putnam Core Equity Fund Class R6 Shares PMYTX
- NAV / 1-Day Return 51.62 / −1.62 %
- Total Assets 6.1B
-
Adj. Expense Ratio
0.630%
- Expense Ratio 0.620%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.07%
- Turnover 11%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PMYTX
Will PMYTX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PMYTX 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 PMYTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.44 | 456M | Technology |
Alphabet Inc Class C | 6.53 | 400M | Communication Services |
Apple Inc | 6.12 | 375M | Technology |
Microsoft Corp | 4.87 | 299M | Technology |
Amazon.com Inc | 4.45 | 272M | Consumer Cyclical |
Broadcom Inc | 3.16 | 193M | Technology |
Meta Platforms Inc Class A | 2.54 | 156M | Communication Services |
Lam Research Corp | 2.04 | 125M | Technology |
The Goldman Sachs Group Inc | 1.85 | 113M | Financial Services |
Tesla Inc | 1.71 | 105M | Consumer Cyclical |
United States