Morningstar

Putnam U.S. Research Fund Class Y PURYX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $65.26  /  −0.41 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.490%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.66%
  • Turnover Ratio 54%
NAV and 1-Day Return as of

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.

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Portfolio Holdings PURYX

More PURYX 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
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NVIDIA Corp

7.57 93M
Technology

Apple Inc

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Technology

Microsoft Corp

7.19 89M
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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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