Putnam U.S. Research R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Putnam U.S. Research Fund Class R6 Shares PLJMX
- NAV / 1-Day Return 64.95 / +2.04 %
- Total Assets 764.7M
-
Adj. Expense Ratio
0.490%
- Expense Ratio 0.610%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.69%
- Turnover 65%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PLJMX
Will PLJMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PLJMX 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 PLJMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 6.57 | 47M | Technology |
Alphabet Inc Class A | 5.81 | 41M | Communication Services |
Microsoft Corp | 5.41 | 38M | Technology |
Apple Inc | 5.00 | 35M | Technology |
Amazon.com Inc | 4.58 | 32M | Consumer Cyclical |
Broadcom Inc | 3.51 | 25M | Technology |
Lam Research Corp | 2.67 | 19M | Technology |
E-mini S&P 500 Future June 26 | 2.50 | 18M | — |
Cisco Systems Inc | 2.10 | 15M | Technology |
Meta Platforms Inc Class A | 2.07 | 15M | Communication Services |
United States