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Putnam U.s. Research Fund - Class R6: (MF: PLJMX)

(NASDAQ Mutual Funds) As of Nov 6, 2026 05:34 PM ET

$63.97 USD

+0.27 (0.42%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 15.03 14
3 months 2.70 21
6 months 18.83 19
1 Year 18.84 13
3 Year 24.66 10
5 Year 14.96 3
10 Year 16.32 9

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Sep 30, 2026

1 Year 18.84
5 Year 14.96
10 Year 16.32
Since Inception 14.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.19 15.71 2.70 NA
2025 -5.73 11.75 8.84 3.30
2024 12.40 4.90 5.41 1.89
2023 7.36 9.89 -2.38 12.24
2022 -5.45 -14.89 -4.71 8.22
2021 5.52 8.31 0.53 8.47

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.0318.4526.6529.28-17.0224.6420.4633.30-4.3923.7510.68
% Total Return Rel to Index 2.280.231.633.031.18-4.032.061.810.001.95-1.25
% Total Return Rel to Peer 5.725.747.266.282.672.580.544.882.473.072.86
% Perf Quintile vs Peer* 2.001.002.002.002.003.003.002.002.002.002.00
% Dividends 0.000.490.430.260.550.160.370.460.260.000.40
% Yield 0.650.740.710.901.360.310.841.190.770.001.38
Capital Gains ($) 0.006.143.740.002.903.540.572.134.050.520.00
Expense Ratio 0.490.610.660.680.670.660.690.700.700.720.00

* 1 = Top 20%, 5 = Bottom 20%