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Putnam Core Equity Fund A (PMYAX)

37.89 -0.18 (-0.47%)
At close: 8:00 PM EDT

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.

Putnam Core Equity Fund A

Boston MA 02109
One Post Office Square

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 4.43B
YTD Return 11.49%
Yield 0.63%
Morningstar Rating
Inception Date Sep 24, 2010

Fund Operations

Last Dividend 0.25
Last Cap Gain 38.00
Holdings Turnover 13.00%
Average for Category --

Fees & Expenses

Expense PMYAX Category Average
Annual Report Expense Ratio (net) 0.74% 0.84%
Prospectus Net Expense Ratio 0.74% --
Prospectus Gross Expense Ratio 0.74% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Gerard P. Sullivan, Lead Manager since September 24, 2010
Mr. Sullivan is a Portfolio Manager of Putnam's U.S. multi-cap core and U.S. large-cap core equity strategies. He joined Putnam in 2008 and has been in the investment industry since 1982.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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