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 R PMYZX
- NAV / 1-Day Return 52.03 / +0.21 %
- Total Assets 6.3B
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.170%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.67%
- Turnover 13%
USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PMYZX
Will PMYZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.33 | 465M | Technology |
Apple Inc | 6.79 | 431M | Technology |
Alphabet Inc Class C | 6.21 | 394M | Communication Services |
Microsoft Corp | 5.20 | 330M | Technology |
Amazon.com Inc | 4.38 | 278M | Consumer Cyclical |
Broadcom Inc | 3.26 | 207M | Technology |
Meta Platforms Inc Class A | 2.57 | 163M | Communication Services |
Lam Research Corp | 2.36 | 150M | Technology |
The Goldman Sachs Group Inc | 1.98 | 126M | Financial Services |
Tesla Inc | 1.89 | 120M | Consumer Cyclical |