Nasdaq - Delayed Quote USD

Putnam Research Y (PURYX)

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

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.

Putnam Research Y

Boston MA 02109
One Post Office Square Mail Stop A 14

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 Operations

Last Dividend 0.39
Last Cap Gain 49.00
Holdings Turnover 35.00%
Average for Category --

Fees & Expenses

Expense PURYX Category Average
Annual Report Expense Ratio (net) 0.76% 0.78%
Prospectus Net Expense Ratio 0.76% --
Prospectus Gross Expense Ratio 0.76% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Matthew J. LaPlant, Lead Manager since February 28, 2023
Mr. LaPlant is a Portfolio Manager of Putnam`s Research strategy and a Quantitative Analyst, covering equities. He is respons ible for the portfolio construction, quantitative research, and risk management of U.S. and international equity strategies. Mr. LaPlant is also responsible for the implementation of customized equity mandates. He joined Putnam in 2000 and has been in the investment industry since 1998. Prior to joining Putnam, Mr. LaPlant was a Portfolio Associate at EPG, Inc. from 1998 to 2000. Mr. LaPlant earned a B.S. in Finance from the University of Vermont.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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