Putnam Multi-Cap Core Fund Class C (PMYCX)

21.58
Net Asset Value
-0.78%
1 Day
-3.19%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
1.77%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. 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.

Performance

1 month-2.68% 3 years+11.50%
3 months-5.31% 5 years+9.31%
1 year+4.53% Since inception+13.81%
Data through --

Peer Comparisonvs. Large blend

 PMYCXCategory
Performance 5-yr return+9.31%+11.93%
Expense ratio1.77%0.96%
Risk 5 year sharpe ratio0.860.87
Net assets$2.6B$5.9B
Average market cap$77.6B$172.4B
Average P/E17.821.8
Portfolio turnover80%80%

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Fund Management and Purchase Info

Fund familyPutnam
Fund manager & tenureGerard Sullivan / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock91.51%
International stock5.17%
Cash3.12%
Fixed income0.20%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 15.91%
Industrial materials 14.23%
Energy 11.67%
Healthcare 10.74%
Hardware 9.38%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft5.15%
AAPL Apple4.58%
JPM JPMorgan Chase2.85%
BAC Bank of America2.19%
AMZN Amazon1.98%
CSCO Cisco1.91%
GOOG Google1.76%
C Citigroup1.66%
AMGN Amgen1.46%
PFE Pfizer1.38%