Nasdaq - Delayed Quote USD

Putnam Research Y (PURYX)

50.98
+0.35
+(0.69%)
At close: 8:08:56 AM EDT

Top 10 Holdings (36.65% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 6.59%
MSFT
Microsoft Corporation 5.65%
NVDA
NVIDIA Corporation 4.86%
AMZN
Amazon.com, Inc. 4.85%
META
Meta Platforms, Inc. 3.70%
GOOGL
Alphabet Inc. 3.15%
MA
Mastercard Incorporated 2.19%
AVGO
Broadcom Inc. 1.94%
LLY
Eli Lilly and Company 1.92%
CRM
Salesforce, Inc. 1.81%
Get Quotes for Top Holdings

Sector Weightings

SectorPURYX
Technology   30.38%
Financial Services   14.00%
Consumer Cyclical   11.94%
Healthcare   11.48%
Communication Services   9.89%
Consumer Defensive   5.77%
Industrials   5.76%
Energy   3.50%
Basic Materials   3.26%
Utilities   2.63%
Real Estate   1.38%

Overall Portfolio Composition (%)

Cash 0.17%
Stocks 99.82%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.07%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average PURYX Category Average
Price/Earnings 0.04 0.04
Price/Book 0.24 0.21
Price/Sales 0.34 0.4
Price/Cashflow 0.06 0.06
Median Market Cap 321,728.88 335,222.28
3 Year Earnings Growth 9.91 21.25

Bond Holdings

Average PURYX Category Average
Maturity -- --
Duration -- 4.6
Credit Quality -- --

Performance & Risk

YTD Return -4.75%
5y Average Return 19.61%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 591.69M
YTD Return 0.86%
Yield 0.68%
Morningstar Rating
Inception Date Apr 04, 2000

Fund Summary

The fund invests mainly in common stocks (growth or value stocks or both) of large U.S. companies that the managers believe have favorable investment potential. For example, the manager may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company. The manager may also consider other factors that the managers believe will cause the stock price to rise.

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