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Putnam Core Equity Fund Class C: (MF: PMYCX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$38.65 USD
-0.02 (-0.05%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.56 | 59 |
| 3 months | -9.59 | 56 |
| 6 months | -3.92 | 64 |
| 1 Year | 9.87 | 34 |
| 3 Year | 11.64 | 30 |
| 5 Year | 16.40 | 8 |
| 10 Year | 11.24 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.82 |
| 5 Year | 19.71 |
| 10 Year | 11.47 |
| Since Inception | 13.58 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.03 | NA | NA | NA |
| 2024 | 11.27 | 4.27 | 5.64 | 2.17 |
| 2023 | 6.28 | 10.09 | -2.81 | 11.42 |
| 2022 | -3.66 | -16.42 | -4.76 | 8.65 |
| 2021 | 11.49 | 7.80 | -1.07 | 8.83 |
| 2020 | -23.00 | 21.11 | 9.29 | 14.32 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.56 | 25.24 | 26.70 | -16.69 | 29.41 | 16.51 | 31.20 | -8.85 | 22.78 | 12.51 | -3.89 |
| % Total Return Rel to Index | -1.64 | 0.22 | 0.46 | 1.50 | 0.73 | -1.88 | -0.28 | -4.45 | 0.99 | 0.57 | -5.28 |
| % Total Return Rel to Peer | -1.08 | 5.85 | 3.70 | 3.00 | 7.35 | -3.40 | 2.78 | -1.98 | 2.10 | 4.69 | -2.29 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 1.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.04 | 0.02 | 0.00 | 0.12 | 0.04 | 0.05 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.08 | 0.00 | 0.51 | 0.21 | 0.28 |
| Capital Gains ($) | 0.00 | 1.61 | 0.59 | 1.42 | 2.95 | 0.40 | 0.98 | 0.49 | 0.29 | 0.00 | 0.04 |
| Expense Ratio | 0.00 | 0.85 | 1.73 | 1.71 | 1.73 | 1.75 | 1.78 | 1.81 | 1.80 | 1.82 | 1.89 |
* 1 = Top 20%, 5 = Bottom 20%