The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Putnam Research R6 PLJMX
- NAV / 1-Day Return 51.36 / +0.53 %
- Total Assets 530.8 Mil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 |