Mutual Funds - Profile

Putnam Research Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in U.S. companies of all sizes.

The investment team considers best ideas with the highest conviction from a team of sector experts across the company. The investment process is focused on stock selection based on the sector research conducted by experienced sector analysts.

The fund focuses on one company at a time and in constructing a differentiated portfolio from the benchmark with less emphasis on style factors.

The multi-cap fund invests across all sizes but generally has 50% in mega-cap, 30% in large-cap and 10% in More

Price

  • Last Close
  • $40.34
    -0.45
  • 52 Week HL
  • $41.82 - $33.16
  • Net Assets
  • $476.43 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 22, 2021

Top 10 Holdings
Feb 22, 2021

Company Holding
Microsoft Corporation 6.00
Apple Inc 5.15
Amazon.Com 4.68
Alphabet 3.49
Paypal Holdings 2.03
Company Holding
Activision Blizzard 1.76
Facebook Inc 1.75
Home Depot 1.73
Procter Gamble 1.68
Tesla 1.66
Total 29.93%

Manager

  • Name
  • Kathryn B. Lakin
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
-2.8 % YTD

  • 3 Year
  • 53.91%
  • 5 Year
  • 50.41%
  • Best
  • 33.25%
    2009
  • Worst
  • -38.81%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
PRFBX -4%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -2.8% 5.2% -19.2% 13.1% -0.6% 6.8% -0.6% 1.7% 2.4% 9.5% -
Q2 - 8% 21.2% 4.2% 5.6% 4% 2.3% -0.2% 5.9% 2.8% -
Q3 - 5.8% 8.8% 0.3% 6.2% 4.6% 4.3% -9.1% 0.6% 5.6% -
Q4 - -1.3% 10.1% 1.8% -14% 5% 3.2% 5.8% 4.3% 10.8% -

Returns +
M

J F M A M J J A S O N D
2022 -2.8% - - - - - - - - - - -
2021 -1% 2.9% 3.3% 5.2% 0.1% 2.6% 2.3% 3.2% 0.3% 1.2% -1.2% -5.4%

Annual
Return

Index Comparison

Alpha

NAV