Morningstar

Putnam U.S. Research Fund Class Y PURYX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 63.96  /  +0.36 %
  • Total Assets 796.1M
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.68%
  • Turnover 65%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PURYX

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

  • People Pillar

    The People Pillar is our evaluation of the PURYX 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 PURYX’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 Y holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings PURYX

More PURYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.46 50M
Technology

NVIDIA Corp

6.17 48M
Technology

Alphabet Inc Class A

5.46 42M
Communication Services

Apple Inc

5.29 41M
Technology

Amazon.com Inc

4.44 35M
Consumer Cyclical

Broadcom Inc

3.34 26M
Technology

Putnam Fds Tr

3.12 24M
—

Lam Research Corp

2.79 22M
Technology

Cisco Systems Inc

2.45 19M
Technology

Advanced Micro Devices Inc

2.32 18M
Technology

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