Putnam Core Equity Fund Class R PMYZX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • 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.

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.

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Portfolio Holdings PMYZX

  • 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

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