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Morningstar

Putnam Research C PRACX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 42.25  /  −0.28 %
  • Total Assets 509.5 Mil
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.790%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 35%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PRACX

Will PRACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PRACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PRACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Putnam Research C boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PRACX

More PRACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.58 40.4 Mil
Technology

NVIDIA Corp

4.58 24.4 Mil
Technology

Amazon.com Inc

4.28 22.8 Mil
Consumer Cyclical

Apple Inc

4.12 22.0 Mil
Technology

Alphabet Inc Class A

3.56 19.0 Mil
Communication Services

Meta Platforms Inc Class A

2.85 15.2 Mil
Communication Services

Oracle Corp

2.48 13.2 Mil
Technology

Salesforce Inc

1.88 10.1 Mil
Technology

Exxon Mobil Corp

1.88 10.0 Mil
Energy

Broadcom Inc

1.84 9.8 Mil
Technology