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Morningstar

Putnam Core Equity Fund R PMYZX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 40.91  /  +1.06 %
  • Total Assets 4.6 Bil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.56%
  • Turnover 17%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:48 PM GMT+0

Morningstar’s Analysis PMYZX

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

  • People Pillar

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

Its results have been great, but its long-term prospects are unclear.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Putnam Core Equity’s historical success has depended on two investors plying an idiosyncratic process, earning Average ratings for People and Process going forward.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PMYZX

More PMYZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.58 353.0 Mil
Technology

Apple Inc

6.03 281.0 Mil
Technology

NVIDIA Corp

5.63 262.0 Mil
Technology

Alphabet Inc Class C

3.97 185.0 Mil
Communication Services

Amazon.com Inc

3.40 158.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.76 128.6 Mil
Communication Services

E-mini Russell 2000 Index Future Sept 24

2.41 112.4 Mil
—

Eli Lilly and Co

2.06 95.9 Mil
Healthcare

Berkshire Hathaway Inc Class B

1.81 84.1 Mil
Financial Services

Mastercard Inc Class A

1.70 79.3 Mil
Financial Services