Putnam U.S. Research Fund Class R6 Shares (PLJMX)
| Fund Assets | 708.52M |
| Expense Ratio | 0.49% |
| Min. Investment | $500 |
| Turnover | 65.00% |
| Dividend (ttm) | 6.64 |
| Dividend Yield | 10.52% |
| Dividend Growth | 58.90% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 22, 2025 |
| Previous Close | 63.08 |
| YTD Return | 9.47% |
| 1-Year Return | 29.32% |
| 5-Year Return | 101.35% |
| 52-Week Low | 52.72 |
| 52-Week High | 64.35 |
| Beta (5Y) | n/a |
| Holdings | 174 |
| Inception Date | Jun 29, 2015 |
About PLJMX
Putnam Research Fund Class R6 is a U.S. mutual fund focused on seeking capital appreciation through equity investments. Its strategy centers on investing primarily in common stocks of large U.S. companies, targeting both growth and value stocks chosen based on the highest conviction ideas from Putnam's experienced Equity Research team. The fund is designed to deliver diversified exposure across leading sectors, tapping into corporate strengths and market opportunities identified by rigorous research processes. With a relatively low expense ratio, it appeals to institutional investors seeking an efficient vehicle for growth potential. The Putnam Research Fund Class R6 plays a notable role in providing investors access to actively managed, research-driven investment strategies aimed at long-term capital growth in the U.S. equity market.
Performance
PLJMX had a total return of 29.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.07%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VQNPX | Vanguard | Vanguard Growth and Income Fund Investor Shares | 0.36% |
| FMGKX | Fidelity | Fidelity Magellan Fund - Class K | 0.40% |
| FMAGX | Fidelity | Fidelity Magellan Fund | 0.47% |
| FEQDX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class C | 1.55% |
| VPMCX | Vanguard | Vanguard PRIMECAP Fund Investor Shares | 0.38% |
Top 10 Holdings
37.81% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 6.54% |
| Microsoft Corporation | MSFT | 5.38% |
| Alphabet Inc. | GOOGL | 4.94% |
| Apple Inc. | AAPL | 4.62% |
| Amazon.com, Inc. | AMZN | 4.10% |
| Broadcom Inc. | AVGO | 3.04% |
| Lam Research Corporation | LRCX | 2.70% |
| Meta Platforms, Inc. | META | 2.21% |
| Exxon Mobil Corporation | XOM | 2.17% |
| Analog Devices, Inc. | ADI | 2.11% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 22, 2025 | $6.6355 | Dec 22, 2025 |
| Dec 5, 2024 | $4.176 | Dec 9, 2024 |
| Dec 6, 2023 | $0.265 | Dec 8, 2023 |
| Dec 6, 2022 | $3.456 | Dec 8, 2022 |
| Dec 6, 2021 | $3.706 | Dec 8, 2021 |
| Dec 4, 2020 | $0.943 | Dec 8, 2020 |