Morningstar

Putnam U.S. Research Fund Class R6 Shares PLJMX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 66.53  /  +0.80 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.69%
  • Turnover 54%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PLJMX

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

  • People Pillar

    The People Pillar is our evaluation of the PLJMX 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 PLJMX’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 R6 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 PLJMX

More PLJMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

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Apple Inc

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NVIDIA Corp

5.96 71M
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Alphabet Inc Class A

4.67 55M
Communication Services

Amazon.com Inc

4.00 48M
Consumer Cyclical

Putnam Fds Tr

3.78 45M
—

Lam Research Corp

2.41 29M
Technology

Advanced Micro Devices Inc

1.96 23M
Technology

Meta Platforms Inc Class A

1.73 20M
Communication Services

Marvell Technology Inc

1.71 20M
Technology

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