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Putnam Research R6 PLJMX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 51.36  /  +0.53 %
  • Total Assets 530.8 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.53%
  • Turnover 35%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis PLJMX

Will PLJMX outperform in future?

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

A sound investment process and strong management team underpin Putnam Research R6's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

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Portfolio Holdings PLJMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.89 38.0 Mil
Technology

Apple Inc

4.57 22.0 Mil
Technology

Alphabet Inc Class A

4.11 19.8 Mil
Communication Services

Amazon.com Inc

3.97 19.1 Mil
Consumer Cyclical

NVIDIA Corp

2.98 14.3 Mil
Technology

Meta Platforms Inc Class A

2.29 11.0 Mil
Communication Services

Oracle Corp

2.25 10.8 Mil
Technology

Broadcom Inc

2.18 10.5 Mil
Technology

Advanced Micro Devices Inc

2.05 9.9 Mil
Technology

UnitedHealth Group Inc

1.84 8.9 Mil
Healthcare