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Putnam U.s. Research Fund - Class R: (MF: PRSRX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 06:02 PM ET
$55.55 USD
+0.25 (0.45%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.73 | 20 |
| 3 months | 3.16 | 22 |
| 6 months | 12.09 | 12 |
| 1 Year | 17.73 | 20 |
| 3 Year | 23.96 | 22 |
| 5 Year | 14.25 | 10 |
| 10 Year | 14.75 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 84.74 |
| Bear Market (10/07 - 2/09) | -51.84 |
| Bull Market (2/09 - 3/21) | 1,151.22 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 17.73 |
| 5 Year | 14.24 |
| 10 Year | 14.75 |
| Since Inception | 9.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.86 | 11.57 | 8.65 | 3.16 |
| 2024 | 12.24 | 4.73 | 5.27 | 1.73 |
| 2023 | 7.18 | 9.74 | -2.53 | 12.07 |
| 2022 | -5.60 | -15.00 | -4.86 | 8.05 |
| 2021 | 5.36 | 8.14 | 0.37 | 8.32 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.73 | 25.91 | 28.49 | -17.52 | 23.89 | 19.68 | 32.47 | -5.00 | 22.88 | 9.94 |
| % Total Return Rel to Index | -0.48 | 0.89 | 2.25 | 0.68 | -4.78 | 1.28 | 0.98 | -0.61 | 1.09 | -1.99 |
| % Total Return Rel to Peer | 5.02 | 6.52 | 5.49 | 2.17 | 1.83 | -0.23 | 4.05 | 1.85 | 2.21 | 2.12 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.26 | 0.13 | 0.01 | 0.30 | 0.00 | 0.14 | 0.24 | 0.01 | 0.00 | 0.20 |
| % Yield | 0.41 | 0.22 | 0.25 | 0.77 | 0.00 | 0.34 | 0.65 | 0.03 | 0.00 | 0.71 |
| Capital Gains ($) | 6.14 | 3.74 | 0.00 | 2.90 | 3.54 | 0.57 | 2.13 | 4.05 | 0.52 | 0.00 |
| Expense Ratio | 1.21 | 1.26 | 1.29 | 1.27 | 1.28 | 1.33 | 1.35 | 1.36 | 1.40 | 1.37 |
* 1 = Top 20%, 5 = Bottom 20%