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Putnam Research Y PURYX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 48.92  /  −0.24 %
  • Total Assets 517.6 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.49%
  • Turnover 35%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:14 PM GMT+0

Morningstar’s Analysis PURYX

Will PURYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An upgrade in People Pillar rating is the primary driver of Putnam Research Y's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings PURYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.89 38.0 Mil
Technology

Apple Inc

4.57 22.0 Mil
Technology

Alphabet Inc Class A

4.11 19.8 Mil
Communication Services

Amazon.com Inc

3.97 19.1 Mil
Consumer Cyclical

NVIDIA Corp

2.98 14.3 Mil
Technology

Meta Platforms Inc Class A

2.29 11.0 Mil
Communication Services

Oracle Corp

2.25 10.8 Mil
Technology

Broadcom Inc

2.18 10.5 Mil
Technology

Advanced Micro Devices Inc

2.05 9.9 Mil
Technology

UnitedHealth Group Inc

1.84 8.9 Mil
Healthcare