Morningstar

Putnam U.S. Research Fund Class R PRSRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $62.27  /  −0.42 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 1.130%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.39%
  • Turnover Ratio 54%
NAV and 1-Day Return as of

Morningstar’s Analysis PRSRX

Will PRSRX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PRSRX

More PRSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.57 93M
Technology

Apple Inc

7.50 93M
Technology

Microsoft Corp

7.19 89M
Technology

Alphabet Inc Class A

4.91 61M
Communication Services

Amazon.com Inc

3.95 49M
Consumer Cyclical

Putnam Fds Tr

2.69 33M
—

Lam Research Corp

2.61 32M
Technology

Advanced Micro Devices Inc

2.32 29M
Technology

Meta Platforms Inc Class A

2.29 28M
Communication Services

Marvell Technology Inc

1.87 23M
Technology

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