PRSRX – Putnam U.S. Research R Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of borrowings for investment purposes, if any) in equity securities of companies located in the United States. This policy may be changed only after 60 days’ notice to shareholders.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PURYX	Putnam U.S. Research Fund Class Y	Institutional	Open			Apr 4, 2000	$208.16M	0.490%	Below Average	$0	$50.59M
PNRAX	Putnam U.S. Research Fund Class A	Front Load	Open			Oct 2, 1995	$826.15M	0.880%	Below Average	$0	−$32.36M
PRACX	Putnam U.S. Research Fund Class C	Level Load	Open			Feb 1, 1999	$13.50M	1.630%	Below Average	$0	$29,543.63
PLJMX	Putnam U.S. Research Fund Class R6 Shares	Retirement, Large	Open			Jun 29, 2015	$186.97M	0.490%	Below Average	$0	$111.84M
PRSRX	Putnam U.S. Research Fund Class R	Retirement, Medium	Open			Jan 21, 2003	$12.77M	1.130%	Average	$0	$7.09M

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