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Morningstar

Putnam Research R PRSRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 36.23  /  0.19 %
  • Total Assets 399.7 Mil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.82%
  • Turnover 46%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis PRSRX

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

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.

Summary

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Putnam Research R's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. 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.

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