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Putnam Multi-Cap Core B (PMYBX) Fund Ranking and Research

Ranking, Research and Recommendation of Putnam Multi-Cap Core B (PMYBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Putnam Multi-Cap Core B Fund (PMYBX) ManagerFund Manager - Gerard P. Sullivan

Fund Manager Information

Fund Manager Tenure: 9.5 years
Similar Funds: PMYAX  PMYCX  PMYMX  PMYYX  PMYZX 
Fund Family: Putnam
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Sullivan has been employed by Putnam Management as a portfolio manager since July 1, 2008.Prior to that, he was vice president and portfolio manager with American Century Investments, his employer since February 2000. Previously, he was a portfolio manager with Franklin Advisers. Before that, he was a portfolio manager with Sun America for three years. He also served as a portfolio manager and equity analyst with Texas Commerce Investment Management for two years.  Get more insights on Gerard P. Sullivan

 

Graph of Putnam Multi-Cap Core B Fund (PMYBX) ProfilePutnam Multi-Cap Core B Fund (PMYBX) Profile

Fund Profile and Description

Putnam Multi-Cap Core B Fund seeks capital appreciation. Putnam Multi-Cap Core B Fund invests mainly in common stocks (growth or value stocks or both) of U.S. companies of any size that the manager believes have favorable investment potential.

 

Putnam Multi-Cap Core B (PMYBX) Fund Strength What we like about Putnam Multi-Cap Core B (PMYBX) Fund

Data for Putnam Multi-Cap Core B Fund (PMYBX) as of May 30, 2016

  • Putnam Multi-Cap Core B Fund (PMYBX) management has been with Putnam Multi-Cap Core B Fund for 9.5 years
  • Putnam Multi-Cap Core B Fund (PMYBX) has good Long-term performance (5-year return 10.28% vs 10.15% Large Blend category median performance)
  • Putnam Multi-Cap Core B Fund (PMYBX) has an annual stock turnover rate of 52.00% vs Large Blend average of 53.12%. It is good that Putnam Multi-Cap Core B management does not trade extensively for its return.

Putnam Multi-Cap Core B Fund (PMYBX) Weakness What we are cautious about Putnam Multi-Cap Core B (PMYBX) Fund

Data for Putnam Multi-Cap Core B Fund (PMYBX) as of May 30, 2016

  • Putnam Multi-Cap Core B Fund (PMYBX) has a less-than-ideal short-term performance (1-year return -7.42% vs -1.15% Large Blend category median performance)
  • Putnam Multi-Cap Core B Fund (PMYBX) has a less-than-ideal mid-term performance (3-year return 9.05% vs 9.43% Large Blend category median performance)
  • Putnam Multi-Cap Core B Fund (PMYBX) ratio of up-years vs down years can be improved
  • Putnam Multi-Cap Core B Fund (PMYBX) has a Morningstar rating of 3 and below
  • Putnam Multi-Cap Core B Fund (PMYBX) is less safe compared to its Large Blend peers
  • Putnam Multi-Cap Core B Fund (PMYBX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.18 that is higher than category average of 11.67
  • Putnam Multi-Cap Core B Fund (PMYBX) has a higher expense ratio of 1.89% than its Large Blend average of 1.02%
  • Putnam Multi-Cap Core B Fund (PMYBX) carries a 5% load
  • Asset base in Putnam Multi-Cap Core B Fund (PMYBX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Putnam Multi-Cap Core B Fund (PMYBX) performance details as of May 30, 2016

 

What do you think?

 

Compare Putnam Multi-Cap Core B Fund (PMYBX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Putnam Multi-Cap Core B0.18-7.429.0510.28
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Putnam Multi-Cap Core B Fund (PMYBX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Putnam Multi-Cap Core B Fund (PMYBX) Net Asset TrackingPutnam Multi-Cap Core B (PMYBX) Fund Net Asset

Track net asset change of Putnam Multi-Cap Core B fund (PMYBX)

DateNet Asset
05/2016$476.27M
03/2016$481.34M
02/2016$491.96M
More historic net asset information on Putnam Multi-Cap Core B Fund (PMYBX)

  

Graph of Putnam Multi-Cap Core B Fund (PMYBX) Portfolio TrackingPutnam Multi-Cap Core B (PMYBX) Fund Portfolio Allocation

Track portfolio allocation change of Putnam Multi-Cap Core B fund (PMYBX)

DateCashStockBondOther
03/20160.87%97.88%0%1.15%
12/20152.64%96.6%0%0.68%
09/20152.13%97.24%0%0.37%
Click here to see more historic asset allocation information on Putnam Multi-Cap Core B Fund (PMYBX)

 

graph of Putnam Multi-Cap Core B Fund (PMYBX) Top 10 Position TrackingTop 10 Holdings in Putnam Multi-Cap Core B (PMYBX) Fund

Discover what Putnam Multi-Cap Core B Fund (PMYBX) manager is buying

Mar 30, 2016
Microsoft Corporation [2.53%]
Apple Inc. [2.4%]
JP Morgan Chase & Co. Common St [2.18%]
Pfizer, Inc. Common Stock [1.35%]
Alphabet Inc. [1.34%]
Bank of America Corporation Com [1.34%]
Exxon Mobil Corporation Common [1.31%]
American International Group, I [1.27%]
CVS Health Corporation Common S [1.23%]
Alphabet Inc. [1.21%]

Dec 30, 2015
Apple Inc. [2.37%]
Microsoft Corporation [2.24%]
JP Morgan Chase & Co. Common St [2.11%]
Pfizer, Inc. Common Stock [1.34%]
American International Group, I [1.33%]
Citigroup, Inc. Common Stock [1.32%]
Bank of America Corporation Com [1.25%]
Gilead Sciences, Inc. [1.21%]
Amgen Inc. [1.18%]
Alphabet Inc. [1.15%]

Sep 29, 2015
Apple Inc. [2.45%]
JP Morgan Chase & Co. Common St [1.92%]
Microsoft Corporation [1.55%]
Pfizer, Inc. Common Stock [1.31%]
Citigroup, Inc. Common Stock [1.16%]
CVS Health Corporation Common S [1.12%]
Exxon Mobil Corporation Common [1.09%]
American International Group, I [1.07%]
Gilead Sciences, Inc. [1.06%]
Bank of America Corporation Com [1.01%]
Click here for Stock Holding Change Map in Putnam Multi-Cap Core B Fund (PMYBX)

  

Latest News on Putnam Multi-Cap Core B (PMYBX) Fund

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Putnam Multi-Cap Core B Fund (PMYBX) Related ResourcesSee more information on Putnam Multi-Cap Core B (PMYBX) Fund

Popular pages on Putnam Multi-Cap Core B (PMYBX) Fund

  

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