Morningstar

Putnam Core Equity Fund Class Y PMYYX

Medalist Rating as of Apr 27, 2026 See Franklin Templeton Investment Hub

NAV / 1-Day Return $53.56 / −0.65 %
Fund Size $6.1B
Adjusted Expense Ratio 0.670%
Net Expense Ratio 0.670%
Fee Level: Distribution Average
Share Class Type Institutional
Morningstar Category Large Blend
Equity Style Box (Funds) Large Blend
Minimum Initial Investment $0
Investment Status Open
TTM Yield 1.00%
Turnover Ratio 13%

NAV and 1-Day Return as of Oct 24, 2026, 12:10:55 AM

Will PMYYX outperform in the future?

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

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Process Pillar

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

The People Pillar is our evaluation of the PMYYX 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 PMYYX’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 Apr 27, 2026 Published on Apr 27, 2026

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Portfolio Holdings PMYYX

More PMYYX Holdings

Current Portfolio Date Sep 30, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 42.7

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