Putnam Core Equity’s historical success has depended on two investors plying an idiosyncratic process, earning Average ratings for People and Process going forward.
Putnam Core Equity Fund A PMYAX
- NAV / 1-Day Return 43.17 / −0.23 %
- Total Assets 4.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.980%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.57%
- Turnover 17%
USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:16 PM GMT+0
Morningstar’s Analysis PMYAX
Will PMYAX outperform in 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 36.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.69 | 323.2 Mil | Technology |
Apple Inc | 6.37 | 307.8 Mil | Technology |
NVIDIA Corp | 5.25 | 254.0 Mil | Technology |
Alphabet Inc Class C | 3.45 | 166.5 Mil | Communication Services |
Amazon.com Inc | 3.13 | 151.3 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.66 | 128.6 Mil | Communication Services |
E-mini S&P 500 Future Sept 24 | 2.46 | 118.9 Mil | — |
E-mini Russell 2000 Index Future Sept 24 | 2.45 | 118.3 Mil | — |
Berkshire Hathaway Inc Class B | 2.14 | 103.4 Mil | Financial Services |
Eli Lilly and Co | 1.96 | 94.6 Mil | Healthcare |