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Putnam U.s. Research Fund - Class Y: (MF: PURYX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 06:02 PM ET
$57.95 USD
+0.26 (0.45%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.40 | 16 |
| 3 months | 3.30 | 20 |
| 6 months | 12.43 | 10 |
| 1 Year | 18.40 | 16 |
| 3 Year | 24.61 | 21 |
| 5 Year | 14.84 | 6 |
| 10 Year | 15.34 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 89.68 |
| Bear Market (10/07 - 2/09) | -51.68 |
| Bull Market (2/09 - 3/21) | 1,262.05 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 18.40 |
| 5 Year | 14.83 |
| 10 Year | 15.34 |
| Since Inception | 8.32 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.75 | 11.73 | 8.83 | 3.30 |
| 2024 | 12.38 | 4.87 | 5.39 | 1.85 |
| 2023 | 7.32 | 9.87 | -2.42 | 12.23 |
| 2022 | -5.50 | -14.89 | -4.74 | 8.19 |
| 2021 | 5.50 | 8.28 | 0.49 | 8.46 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.40 | 26.53 | 29.14 | -17.11 | 24.53 | 20.27 | 33.15 | -4.54 | 23.53 | 10.50 |
| % Total Return Rel to Index | 0.18 | 1.51 | 2.89 | 1.09 | -4.15 | 1.86 | 1.66 | -0.15 | 1.73 | -1.42 |
| % Total Return Rel to Peer | 5.69 | 7.13 | 6.14 | 2.58 | 2.47 | 0.35 | 4.73 | 2.31 | 2.85 | 2.69 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.47 | 0.39 | 0.22 | 0.50 | 0.12 | 0.31 | 0.42 | 0.22 | 0.00 | 0.35 |
| % Yield | 0.70 | 0.66 | 0.77 | 1.24 | 0.22 | 0.71 | 1.09 | 0.65 | 0.00 | 1.21 |
| Capital Gains ($) | 6.14 | 3.74 | 0.00 | 2.90 | 3.54 | 0.57 | 2.13 | 4.05 | 0.52 | 0.00 |
| Expense Ratio | 0.71 | 0.76 | 0.79 | 0.77 | 0.78 | 0.83 | 0.85 | 0.86 | 0.90 | 0.87 |
* 1 = Top 20%, 5 = Bottom 20%