Putnam Core Equity Fund Class A (PMYAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PMYAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PMYAX
PMYAX charges 0.95% annually. There are 290 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PMYAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PMYAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PMYAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PMYAX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | PMYAX vs VIIIX |
Best Risk-Adjusted Alternatives to PMYAX
PMYAX has a PortfoliosLab risk / return rank of 48. There are 229 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | PMYAX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | PMYAX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | PMYAX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | PMYAX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | PMYAX vs GTLOX |
Top Performing PMYAX Alternatives (YTD)
PMYAX is at 8.55% YTD. There are 295 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | PMYAX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | PMYAX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | PMYAX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | PMYAX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | PMYAX vs RESGX |
Lowest Volatility Alternatives to PMYAX
PMYAX has 12.49% 1-year volatility. There are 121 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | PMYAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | PMYAX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | PMYAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | PMYAX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | PMYAX vs JEPIX |
Lowest Drawdown Alternatives to PMYAX
PMYAX has a 1-year max drawdown of -10.05%. There are 270 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | PMYAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PMYAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PMYAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PMYAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PMYAX vs QUERX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include PEYAX, PEQSX, PEIYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 83 | 12.28% | — | Jun 1977 | PMYAX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 84 | 12.46% | — | Jul 2012 | PMYAX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 84 | 12.42% | — | Jan 1998 | PMYAX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 16 | 5.68% | — | Oct 1995 | PMYAX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 72 | 33.39% | — | Dec 2008 | PMYAX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 4.82% | — | Aug 1990 | PMYAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 50 | 8.70% | — | Sep 2010 | PMYAX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 16 | 5.81% | — | Aug 1999 | PMYAX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.78% | — | Oct 2011 | PMYAX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 32 | 20.77% | — | Dec 1997 | PMYAX vs PNSAX |
Often Compared With PMYAX
Investors most often compare PMYAX with QCELX, SSSYX, FULVX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PMYAX with Any Fund or Stock
Compare PMYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PMYAX with funds that move differently
Putnam Core Equity Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PMYAX.
Explore PMYAX Diversifiers