Nasdaq - Delayed Quote USD
Putnam Core Equity Fund C (PMYCX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 24.99% |
| 5y Average Return | 16.95% |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 18, 2024) | 40.44% |
| Worst 1Y Total Return (Oct 18, 2024) | -- |
| Best 3Y Total Return | 40.44% |
| Worst 3Y Total Return | 6.82% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PMYCX
Category
- YTD
- 22.58%
- 5.31%
- 1-Month
- 2.00%
- -4.19%
- 3-Month
- 5.64%
- 3.90%
- 1-Year
- 36.58%
- 20.31%
- 3-Year
- 12.08%
- 6.48%
- 5-Year
- 16.68%
- 11.78%
- 10-Year
- 12.33%
- 10.96%
- Last Bull Market
- 26.46%
- 25.56%
- Last Bear Market
- -16.43%
- -15.11%
Annual Total Return (%) History
Year
PMYCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.27% | 4.28% | 5.64% | -- |
| 2023 | 6.29% | 10.09% | -2.81% | 11.43% |
| 2022 | -3.66% | -16.43% | -4.77% | 8.63% |
| 2021 | 11.49% | 7.81% | -1.07% | 8.85% |
| 2020 | -23.00% | 21.11% | 9.29% | 14.32% |
| 2019 | 11.67% | 4.19% | 1.69% | 10.88% |
| 2018 | -1.03% | 1.96% | 6.98% | -15.57% |
| 2017 | 5.35% | 2.41% | 6.46% | 6.90% |
| 2016 | -1.64% | 0.49% | 6.02% | 7.36% |
| 2015 | 1.45% | 0.63% | -10.00% | 4.60% |
| 2014 | 2.84% | 5.27% | 0.77% | 3.34% |
| 2013 | 11.60% | 4.01% | 7.99% | 12.04% |
| 2012 | 15.17% | -6.02% | 6.24% | 2.02% |
| 2011 | 7.50% | -0.73% | -17.25% | 12.59% |
| 2010 | 15.21% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 18 |
| 1-Month | 43 |
| 3-Month | 61 |
| 1-Year | 20 |
| 3-Year | 17 |
| 5-Year | 9 |
Load Adjusted Returns
| 1-Year | 35.58% |
| 3-Year | 12.08% |
| 5-Year | 16.68% |
| 10-Year | 12.33% |
Performance & Risk
| YTD Return | 24.99% |
| 5y Average Return | 16.95% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 5B |
| YTD Return | 22.58% |
| Yield | 0.06% |
| Morningstar Rating | |
| Inception Date | Sep 24, 2010 |
Fund Summary
The fund invests mainly in common stocks (growth or value stocks or both) of U.S. companies of any size that the adviser believes have favorable investment potential. The adviser may also consider other factors the advisor believes will cause the stock price to rise. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
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