Putnam U.S. Research R6 (PLJMX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

66.14

+0.20 (0.30%)

At close: Aug 21, 2026

12.56% (1Y)

Fund Assets	819.27M
Expense Ratio	0.49%
Min. Investment	$500
Turnover	65.00%
Dividend (ttm)	6.64
Dividend Yield	10.03%
Dividend Growth	58.90%
Payout Frequency	Annual
Ex-Dividend Date	Dec 22, 2025

Previous Close	65.94
YTD Return	15.61%
1-Year Return	25.57%
5-Year Return	96.16%
52-Week Low	53.75
52-Week High	67.05
Beta (5Y)	0.98
Holdings	150
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.

Fund Family Franklin Templeton Investments

Category Large Blend

Performance Rating High

Risk Rating Above Average

Stock Exchange NASDAQ

Ticker Symbol PLJMX

Index S&P 500 TR

Performance

PLJMX had a total return of 25.57% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.24%.

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	0.39%
FMGKX	Fidelity	Fidelity Magellan K	0.57%
FMAGX	Fidelity	Fidelity Magellan Fund	0.64%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity C	1.55%
VPMCX	Vanguard	Vanguard PRIMECAP Inv	0.35%

Top 10 Holdings

39.81% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	7.40%
Microsoft Corporation	MSFT	7.16%
NVIDIA Corporation	NVDA	5.71%
Alphabet Inc.	GOOGL	5.16%
Amazon.com, Inc.	AMZN	4.41%
Lam Research Corporation	LRCX	2.47%
Broadcom Inc.	AVGO	1.99%
Advanced Micro Devices, Inc.	AMD	1.90%
Cisco Systems, Inc.	CSCO	1.84%
Meta Platforms, Inc.	META	1.77%

View More Holdings

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

Full Dividend History