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Equity

PRACX Putnam U.S. Research Fund

  • A best-ideas fund. The fund invests in stocks that represent the highest conviction ideas from Putnam's Equity Research team.
  • Sector neutral. The fund is managed with a sector-neutral approach, with the flexibility to own both growth and value stocks.
  • Differentiated research. The portfolio managers select stocks in a collaborative effort that emphasizes non-consensus critical thinking.

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Overview

Fund Facts

Fund description

The fund seeks capital appreciation. The fund invests in stocks that represent the highest conviction ideas from Putnam's Equity Research team.

Benchmark
S&P 500 Index
Fund Inception Date
10/02/1995
Dividend Frequency, if any
Annually
Portfolio Turnover
65%

Sales Charges, Expenses & Fees

As of 12/01/2025
Gross Expense Ratio
1.73%
Net Expense Ratio
1.63%
Maximum Initial Charge
CDSC
1.00%
12b-1 Fee
1.00%

Identifiers

Ticker
PRACX
Fund Number
449
CUSIP Code
746802628

Top Sectors

View portfolio section for additional info

As of 05/31/2026 % of Total (Updated Monthly)

Information Technology37.75%
Financials11.00%
Communication Services9.59%
Consumer Discretionary9.11%
Health Care8.43%

Additional Fund Info

Share Class Inception Date
02/01/1999
Investment Style
Large Cap
Lipper Classification
Large-Cap Core Funds
Morningstar Category
Large Blend

A Message from Kate Lakin, Portfolio Manager and Director of Research

Learn about Putnam’s U.S. research strategy and the disciplined team working to deliver performance excellence for investors.

Manager and Commentary

About the Team

Putnam Investments

Putnam Investments has been serving clients and shareholders for over 85 years. We manage a range of equity portfolios with a focus on stock-specific opportunities. Our approach — stock-driven rather than style-driven — is designed to offer consistent outperformance, regardless of the market environment. Our portfolios are fueled by a variety of independent views and perspectives, enhanced by fundamental research and ongoing dialogue and debate. We combine this with portfolio construction that aims to reduce broader macro exposures and manage downside risk.

Portfolio Manager Profile
Years of Experience
Manager Location

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Performance

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