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Morningstar

Putnam Research B PRFBX

Morningstar Medalist Rating
Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 37.83  /  0.11 %
  • Total Assets 478.6 Mil
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.770%
  • Distribution Fee Level Above Average
  • Share Class Type —
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Closed
  • TTM Yield 0.06%
  • Turnover 35%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:18 PM GMT+0

Morningstar’s Analysis PRFBX

Will PRFBX 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 PRFBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PRFBX 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 PRFBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Putnam Research B's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of 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 PRFBX

More PRFBX Holdings
  • Current Portfolio Date
  • Equity Holdings 133
  • Bond Holdings 0
  • Other Holdings 23
  • % Assets in Top 10 Holdings 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.31
33,014,820
Technology

Apple Inc

4.58
20,680,970
Technology

Alphabet Inc Class A

4.14
18,710,101
Communication Services

Amazon.com Inc

3.48
15,721,947
Consumer Cyclical

NVIDIA Corp

3.05
13,759,604
Technology

Oracle Corp

2.49
11,270,841
Technology

Exxon Mobil Corp

2.32
10,476,496
Energy

Meta Platforms Inc Class A

2.13
9,626,834
Communication Services

Salesforce Inc

1.91
8,640,456
Technology

Mastercard Inc Class A

1.90
8,567,096
Financial Services