Morningstar

Putnam Core Equity Fund Class R PMYZX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $52.21  /  −0.65 %
  • Fund Size $6.1B
  • Adjusted Expense Ratio 1.170%
  • Net Expense Ratio 1.170%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.66%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis PMYZX

Will PMYZX outperform in the 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.

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 Published on

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Portfolio Holdings PMYZX

More PMYZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
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