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Morningstar

Putnam Core Equity Fund R PMYZX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 29.73  /  0.13 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 23%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

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.

Competitive, but uncertainties remain.

Senior Analyst

Summary

| by Stephen Welch

Putnam Multi-Cap Core’s veteran managers employ an opportunistic approach, which doesn’t make for a consistent offering. It warrants a Morningstar Analyst Rating of Neutral across all share classes.

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