Putnam U.S. Research R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Putnam U.S. Research Fund Class R PRSRX
- NAV / 1-Day Return 60.18 / −2.75 %
- Total Assets 744.4M
-
Adj. Expense Ratio
1.130%
- Expense Ratio 1.210%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.39%
- Turnover 65%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:25 AM GMT+0
Morningstar’s Analysis PRSRX
Will PRSRX 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 PRSRX 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 PRSRX’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