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Putnam Research R PRSRX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 47.75  /  +1.25 %
  • Total Assets 508.2 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.02%
  • Turnover 35%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PRSRX

Will PRSRX outperform in future?

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

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

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 highest quintile among peers.

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Portfolio Holdings PRSRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.58 40.4 Mil
Technology

NVIDIA Corp

4.58 24.4 Mil
Technology

Amazon.com Inc

4.28 22.8 Mil
Consumer Cyclical

Apple Inc

4.12 22.0 Mil
Technology

Alphabet Inc Class A

3.56 19.0 Mil
Communication Services

Meta Platforms Inc Class A

2.85 15.2 Mil
Communication Services

Oracle Corp

2.48 13.2 Mil
Technology

Salesforce Inc

1.88 10.1 Mil
Technology

Exxon Mobil Corp

1.88 10.0 Mil
Energy

Broadcom Inc

1.84 9.8 Mil
Technology