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PMYAX Putnam Multi-Cap Core A

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Fund PMYAX Putnam Multi-Cap Core A SIZE iShares Edge MSCI USA Size Factor JKD iShares Morningstar Large-Cap  
Similarity
?
100% 90% 90%
Annual Fees
?
$109.96
(1.04% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
$21.15
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$38,843.52 $50,812.44 $50,054.63
Est. savings over 30 yrs +$11,968.92 +$11,211.11
Return
As of 11/30/16
1 YR RETURN 8.92%
3 YR 8.07%
5 YR 15.40%
10 YR --
1 YR RETURN 9.42%
3 YR 9.86%
5 YR --
10 YR --
1 YR RETURN 10.38%
3 YR 9.17%
5 YR 15.41%
10 YR 8.00%
Description
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 it believes will cause the stock price to rise. The adviser may consider, among other factors, a company's valuation, financial strength, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.
The investment seeks to track the investment results of the Morningstar® Large Core IndexSM composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by large-capitalization companies that have exhibited average "growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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