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Putnam Research Fund Class Y (PURYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
36.67+0.14 (+0.38%)
At close: 08:01PM EDT

Putnam Research Fund Class Y

Boston MA 02109

One Post Office Square Mail Stop A 14

Putnam Investment Funds

Management Information
Andrew N. O'Brien,Lead Manager since November 29, 2018
Mr. O’Brien is Assistant Director of Equity Research, providing oversight and strategic direction to Putnam's team of equity analysts. In addition, he is a portfolio manager of Putnam's research strategy and an analyst in the Equity Research group, focusing on the U.S. technology sector. He is responsible for conducting fundamental analysis and valuation of companies in the semiconductor, hardware, and software industries, and for making buy/sell recommendations. Mr. O'Brien has been in the investment industry since he joined Putnam in 2011. Previously at Putnam, he served as an Investment Associate on the U.S. consumer team. Mr. O'Brien earned a B.S. in Business Administration from Babson College.
Morningstar Style Box
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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.

Fund Overview

CategoryLarge Blend
Fund FamilyPutnam
Net Assets441.53M
YTD Return11.28%
Morningstar Rating★★★★
Inception DateJan 31, 1999

Fund Operations

Last Dividend0.31
Last Cap Gain23.00
Holdings Turnover90.00%
Average for CategoryN/A

Fees & Expenses

ExpensePURYXCategory Average
Annual Report Expense Ratio (net)1.83%0.84%
Prospectus Net Expense Ratio1.83%N/A
Prospectus Gross Expense Ratio1.83%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A