Putnam Core Equity Fund
Shareclass
Putnam Core Equity Fund Y (PMYYX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Putnam Core Equity Fund
FUND COVERAGE
# of holdings126
% of assets95%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR0.25%$15.08M
- 2. Procter & Gamble Co0.7%$42.09M
- 3. Bank of America Corp1.38%$82.32M
- 4. Mastercard Inc Class A1.85%$110.48M
- 5. Citigroup Inc1.28%$76.34M
- 6. New York Times Co Class A0.24%$14.43M
- 7. Hilton Worldwide Holdings Inc0.57%$33.94M
- 8. JPMorgan Chase & Co1.65%$98.99M
- 9. Johnson & Johnson0.78%$46.61M
- 10. Northrop Grumman Corp0.39%$23.38M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Palantir Technologies Inc Ordinary Shares - Class A0.14%$8.65M
- 2. Viking Holdings Ltd0.53%$31.9M
- 3. Permian Resources Corp Class A0.23%$13.84M
- 4. Berkshire Hathaway Inc Class B1.86%$111.56M
- 5. Nucor Corp0.4%$23.77M
- 6. Corebridge Financial Inc0.35%$21.17M
- 7. NCR Voyix Corp0.09%$5.29M
- 8. Charter Communications Inc Class A0.32%$19.41M
- 9. TPG Inc Ordinary Shares - Class A0.25%$14.85M
- 10. Cintas Corp0.2%$11.84M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Putnam Core Equity Fund
Totals
Holdings
Assets
Weight
Prisons
9
$1.14B
19%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
10
$1.04B
17%
Borders high risk
3
$58.97M
0.99%
Total
15
$1.3B
22%
Holdings — 15 flagged holdings
1.
Microsoft Corp
:$386.76M
6.46%
2.
Alphabet Inc Class C
:$254.89M
4.26%
3.
Amazon.com Inc
:$215.8M
3.61%
4.
Berkshire Hathaway Inc Class B
$111.56M
1.86%
5.
Walmart Inc
$73.32M
1.23%
6.
AT&T Inc
:$45.04M
0.75%
7.
Salesforce Inc
:$35.05M
0.59%
8.
McDonald's Corp
$33.22M
0.55%
9.
RTX Corp
:$26.94M
0.45%
10.
Northrop Grumman Corp
:$23.38M
0.39%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Putnam Core Equity Fund PMYYX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer