Nasdaq - Delayed Quote USD

Putnam Research Y (PURYX)

52.63
-0.84
(-1.57%)
At close: 8:04:51 PM EDT

Top 10 Holdings (36.72% of Total Assets)

SymbolCompany% Assets
Microsoft Corporation 6.47%
NVIDIA Corporation 5.58%
Apple Inc. 5.41%
Amazon.com, Inc. 4.71%
Alphabet Inc. 3.30%
Meta Platforms, Inc. 3.03%
Mastercard Incorporated 2.31%
Broadcom Inc. 2.11%
Eli Lilly and Company 1.93%
Tesla, Inc. 1.86%
Get Quotes for Top Holdings

Sector Weightings

SectorPURYX
Technology   29.93%
Financial Services   14.71%
Healthcare   11.21%
Consumer Cyclical   10.60%
Communication Services   9.64%
Industrials   6.35%
Consumer Defensive   6.09%
Energy   3.53%
Utilities   3.10%
Basic Materials   2.63%
Real Estate   2.21%

Overall Portfolio Composition (%)

Cash 0.46%
Stocks 99.50%
Bonds 0.04%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.09%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average PURYX Category Average
Price/Earnings 0.04 0.04
Price/Book 0.25 0.21
Price/Sales 0.4 0.4
Price/Cashflow 0.06 0.06
Median Market Cap 315,005.31 335,222.28
3 Year Earnings Growth 12.91 21.25

Bond Holdings

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

Performance & Risk

YTD Return -1.66%
5y Average Return 16.38%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 537.57M
YTD Return -6.76%
Yield 0.73%
Morningstar Rating
Inception Date Jun 29, 2015

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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