Putnam Family of Funds > Putnam Investment Funds

Putnam Research Fund

Series ID: S000003853
LEI: 549300117TPVVMBVZ589
SEC CIK: 932101
$499.87M Avg Monthly Net Assets
$557.49M Total Assets
$3.44M Total Liabilities
$554.05M Net Assets
Putnam Research Fund is a Mutual Fund in Putnam Investment Funds from Putnam Family of Funds, based in Massachusetts, United States of America. The fund has six share classes and monthly net assets of $499.87M. On September 25th, 2024 it reported 162 holdings, the largest being MICROSOFT CORP (7.0%), APPLE INC (6.4%) and NVIDIA CORP (5.0%). Data provided by Fincoded.

Share Classes

Name Class/Contract ID Ticker Monthly Returns (2 years)
PUTNAM RESEARCH FUND - CLASS R C000010785 PRSRX Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 24May 24Jun 249.09% (Max)-9.35% (Min)
PUTNAM RESEARCH FUND CLASS A C000010781 PNRAX Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 24May 24Jun 249.10% (Max)-9.30% (Min)
PUTNAM RESEARCH FUND CLASS B C000010782 PRFBX Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 24May 24Jun 249.04% (Max)-9.37% (Min)
PUTNAM RESEARCH FUND CLASS C C000010783 PRACX Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 24May 24Jun 249.06% (Max)-9.37% (Min)
PUTNAM RESEARCH FUND CLASS R6 C000158892 PLJMX Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 24May 24Jun 249.13% (Max)-9.30% (Min)
PUTNAM RESEARCH FUND CLASS Y C000010786 PURYX Jul 22Aug 22Sep 22Oct 22Nov 22Dec 22Jan 23Feb 23Mar 23Apr 23May 23Jun 23Jul 23Aug 23Sep 23Oct 23Nov 23Dec 23Jan 24Feb 24Mar 24Apr 24May 24Jun 249.14% (Max)-9.28% (Min)

Holdings

From latest NPORT-P, filed September 25th, 2024 for period ending July 31st, 2024. Historic holdings data available from Fincoded.
Name Profile Category Country Value $USD # Shares % of Fund
COMMON STOCK (MICROSOFT CORP) Long Equity-common US $39M 92K 6.97
COMMON STOCK (APPLE INC) Long Equity-common US $35M 159K 6.37
COMMON STOCK (NVIDIA CORP) Long Equity-common US $28M 236K 4.99
COMMON STOCK (AMAZON.COM INC) Long Equity-common US $23M 124K 4.20
COMMON STOCK (ALPHABET INC) Long Equity-common US $20M 118K 3.67
COMMON STOCK (META PLATFORMS INC) Long Equity-common US $14M 29K 2.51
COMMON STOCK (ORACLE CORP) Long Equity-common US $12M 88K 2.20
COMMON STOCK (ADVANCED MICRO DEVICES INC) Long Equity-common US $12M 80K 2.08
COMMON STOCK (EXXON MOBIL CORP) Long Equity-common US $11M 93K 2.00
COMMON STOCK (UNITEDHEALTH GROUP INC) Long Equity-common US $10M 18K 1.85
COMMON STOCK (MASTERCARD INC) Long Equity-common US $9M 19K 1.62
COMMON STOCK (SEAGATE TECHNOLOGY HOLDINGS PLC) Long Equity-common US $9M 84K 1.55
COMMON STOCK (CITIGROUP INC) Long Equity-common US $8M 128K 1.50
COMMON STOCK (BANK OF AMERICA CORP) Long Equity-common US $8M 199K 1.45
COMMON STOCK (HOME DEPOT INC/THE) Long Equity-common US $8M 21K 1.42
COMMON STOCK (ABBVIE INC) Long Equity-common US $8M 41K 1.37
COMMON STOCK (PROCTER AND GAMBLE CO/THE) Long Equity-common US $8M 47K 1.36
COMMON STOCK (BROADCOM INC) Long Equity-common US $7M 46K 1.35
COMMON STOCK (QUALCOMM INC) Long Equity-common US $7M 37K 1.22
COMMON STOCK (PEPSICO INC) Long Equity-common US $7M 38K 1.20
COMMON STOCK (CAPITAL ONE FINANCIAL CORP) Long Equity-common US $6M 43K 1.17
COMMON STOCK (ELI LILLY AND CO) Long Equity-common US $6M 8K 1.17
COMMON STOCK (TESLA INC) Long Equity-common US $6M 26K 1.10
COMMON STOCK (FEDEX CORP) Long Equity-common US $6M 20K 1.09
COMMON STOCK (WALMART INC) Long Equity-common US $6M 85K 1.05
COMMON STOCK (ANALOG DEVICES INC) Long Equity-common US $6M 25K 1.05
COMMON STOCK (COCA-COLA CO/THE) Long Equity-common US $6M 86K 1.04
COMMON STOCK (CHARTER COMMUNICATIONS INC) Long Equity-common US $5M 14K 0.93
COMMON STOCK (VISA INC) Long Equity-common US $5M 18K 0.88
COMMON STOCK (CHARLES SCHWAB CORP/THE) Long Equity-common US $5M 73K 0.86
COMMON STOCK (APOLLO ASSET MANAGEMENT INC) Long Equity-common US $5M 36K 0.82
COMMON STOCK (MCKESSON CORP) Long Equity-common US $5M 7K 0.81
COMMON STOCK (PULTEGROUP INC) Long Equity-common US $5M 34K 0.81
COMMON STOCK (CORTEVA INC) Long Equity-common US $4M 78K 0.79
COMMON STOCK (NRG ENERGY INC) Long Equity-common US $4M 58K 0.78
COMMON STOCK (T-MOBILE US INC) Long Equity-common US $4M 23K 0.76
COMMON STOCK (THERMO FISHER SCIENTIFIC INC) Long Equity-common US $4M 6K 0.70
COMMON STOCK (OTIS WORLDWIDE CORP) Long Equity-common US $4M 40K 0.69
COMMON STOCK (MERCK AND CO INC) Long Equity-common US $4M 33K 0.68
COMMON STOCK (BOOKING HOLDINGS INC) Long Equity-common US $4M 1K 0.67
COMMON STOCK (HONEYWELL INTERNATIONAL INC) Long Equity-common US $3M 17K 0.62
COMMON STOCK (INNOVIVA INC) Long Equity-common US $3M 180K 0.61
COMMON STOCK (FORTIVE CORP) Long Equity-common US $3M 46K 0.60
COMMON STOCK (GAMING AND LEISURE PROPERTIES INC) Long Equity-common US $3M 66K 0.59
COMMON STOCK (NEXTERA ENERGY INC) Long Equity-common US $3M 41K 0.57
COMMON STOCK (NORTHROP GRUMMAN CORP) Long Equity-common US $3M 6K 0.57
COMMON STOCK (BERKSHIRE HATHAWAY INC) Long Equity-common US $3M 7K 0.55
COMMON STOCK (COSTCO WHOLESALE CORP) Long Equity-common US $3M 4K 0.55
COMMON STOCK (JOHNSON AND JOHNSON) Long Equity-common US $3M 19K 0.55
COMMON STOCK (UNION PACIFIC CORP) Long Equity-common US $3M 12K 0.53
COMMON STOCK (NETFLIX INC) Long Equity-common US $3M 5K 0.51
COMMON STOCK (INTUITIVE SURGICAL INC) Long Equity-common US $3M 6K 0.51
COMMON STOCK (CHIPOTLE MEXICAN GRILL INC) Long Equity-common US $3M 52K 0.51
COMMON STOCK (DIAMOND OFFSHORE DRILLING INC) Long Equity-common US $3M 171K 0.51
COMMON STOCK (DANAHER CORP) Long Equity-common US $3M 10K 0.50
COMMON STOCK (BIO-RAD LABORATORIES INC) Long Equity-common US $3M 8K 0.48
COMMON STOCK (SHERWIN-WILLIAMS CO/THE) Long Equity-common US $3M 8K 0.48
COMMON STOCK (UNITED RENTALS INC) Long Equity-common US $3M 3K 0.47
COMMON STOCK (BOSTON SCIENTIFIC CORP) Long Equity-common US $3M 34K 0.46
COMMON STOCK (CIGNA GROUP/THE) Long Equity-common US $2M 7K 0.44
COMMON STOCK (EXELON CORP) Long Equity-common US $2M 64K 0.43
COMMON STOCK (HILTON WORLDWIDE HOLDINGS INC) Long Equity-common US $2M 11K 0.43
COMMON STOCK (HOWMET AEROSPACE INC) Long Equity-common US $2M 24K 0.42
COMMON STOCK (CRH PLC) Long Equity-common US $2M 27K 0.42
COMMON STOCK (RTX CORP) Long Equity-common US $2M 20K 0.42
COMMON STOCK (FAIR ISAAC CORP) Long Equity-common US $2M 1K 0.40
COMMON STOCK (TARGET CORP) Long Equity-common US $2M 15K 0.40
COMMON STOCK (VERTIV HOLDINGS CO) Long Equity-common US $2M 28K 0.40
COMMON STOCK (VONTIER CORP) Long Equity-common US $2M 55K 0.39
COMMON STOCK (CONOCOPHILLIPS) Long Equity-common US $2M 19K 0.38
COMMON STOCK (INGERSOLL RAND INC) Long Equity-common US $2M 21K 0.38
COMMON STOCK (DUPONT DE NEMOURS INC) Long Equity-common US $2M 24K 0.36
COMMON STOCK (TJX COS INC/THE) Long Equity-common US $2M 17K 0.36
COMMON STOCK (TPG INC) Long Equity-common US $2M 37K 0.34
COMMON STOCK (AMERICAN TOWER CORP) Long Equity-common US $2M 8K 0.33
COMMON STOCK (PG AND E CORP) Long Equity-common US $2M 99K 0.33
COMMON STOCK (WALT DISNEY CO/THE) Long Equity-common US $2M 19K 0.32
COMMON STOCK (REGENERON PHARMACEUTICALS INC) Long Equity-common US $2M 2K 0.31
COMMON STOCK (PPL CORP) Long Equity-common US $2M 58K 0.31
COMMON STOCK (OLD DOMINION FREIGHT LINE INC) Long Equity-common US $2M 7K 0.28
COMMON STOCK (ABBOTT LABORATORIES) Long Equity-common US $2M 14K 0.27
COMMON STOCK (JPMORGAN CHASE AND CO) Long Equity-common US $1M 7K 0.27
COMMON STOCK (EASTMAN CHEMICAL CO) Long Equity-common US $1M 14K 0.27
COMMON STOCK (NUTANIX INC) Long Equity-common US $1M 29K 0.26
COMMON STOCK (PPG INDUSTRIES INC) Long Equity-common US $1M 11K 0.24
COMMON STOCK (AVERY DENNISON CORP) Long Equity-common US $1M 6K 0.23
COMMON STOCK (GENERAL MILLS INC) Long Equity-common US $1M 19K 0.23
COMMON STOCK (SOUTHWEST AIRLINES CO) Long Equity-common US $1M 46K 0.22
COMMON STOCK (VORNADO REALTY TRUST) Long Equity-common US $1M 41K 0.22
COMMON STOCK (SALESFORCE INC) Long Equity-common US $1M 4K 0.21
COMMON STOCK (UBER TECHNOLOGIES INC) Long Equity-common US $1M 17K 0.20
COMMON STOCK (SOUTHERN CO/THE) Long Equity-common US $1M 13K 0.20
COMMON STOCK (MONSTER BEVERAGE CORP) Long Equity-common US $1M 20K 0.18
COMMON STOCK (KKR AND CO INC) Long Equity-common US $1M 8K 0.18
COMMON STOCK (MEDTRONIC PLC) Long Equity-common IE $1M 13K 0.18
COMMON STOCK (BJ'S WHOLESALE CLUB HOLDINGS INC) Long Equity-common US $950K 11K 0.17
COMMON STOCK (CME GROUP INC) Long Equity-common US $941K 5K 0.17
COMMON STOCK (GENERAL MOTORS CO) Long Equity-common US $916K 21K 0.17
COMMON STOCK (BERRY GLOBAL GROUP INC) Long Equity-common US $912K 14K 0.16
COMMON STOCK (LINDE PLC) Long Equity-common US $819K 2K 0.15
COMMON STOCK (DEXCOM INC) Long Equity-common US $808K 12K 0.15
COMMON STOCK (O'REILLY AUTOMOTIVE INC) Long Equity-common US $799K 709 0.14
COMMON STOCK (L3HARRIS TECHNOLOGIES INC) Long Equity-common US $783K 3K 0.14
COMMON STOCK (ZOETIS INC) Long Equity-common US $767K 4K 0.14
COMMON STOCK (ELEVANCE HEALTH INC) Long Equity-common US $755K 1K 0.14
COMMON STOCK (BECTON DICKINSON AND CO) Long Equity-common US $748K 3K 0.14
COMMON STOCK (VAIL RESORTS INC) Long Equity-common US $738K 4K 0.13
COMMON STOCK (BLACKROCK INC) Long Equity-common US $722K 824 0.13
COMMON STOCK (LEVI STRAUSS AND CO) Long Equity-common US $617K 34K 0.11
COMMON STOCK (BOEING CO/THE) Long Equity-common US $580K 3K 0.10
COMMON STOCK (CLOROX CO/THE) Long Equity-common US $563K 4K 0.10
COMMON STOCK (STRYKER CORP) Long Equity-common US $533K 2K 0.10
COMMON STOCK (BALL CORP) Long Equity-common US $460K 7K 0.08
COMMON STOCK (NIKE INC) Long Equity-common US $455K 6K 0.08
COMMON STOCK (EXACT SCIENCES CORP) Long Equity-common US $388K 9K 0.07
COMMON STOCK (4FRONT VENTURES CORP) Long Equity-common US $176K 2M 0.03
COMMON STOCK - ADR (ASCENDIS PHARMA A/S) Long Equity-common DK $3M 21K 0.50
CURRENCY FORWARDS (BANK OF AMERICA N.A.) Derivative-foreign exchange US $6M 1.06
CURRENCY FORWARDS (HSBC BANK USA) Derivative-foreign exchange US $2M 0.44
CURRENCY FORWARDS (CITIBANK N.A.) Derivative-foreign exchange US $2M 0.31
CURRENCY FORWARDS (UBS AG) Derivative-foreign exchange US $2M 0.27
CURRENCY FORWARDS (UBS AG) Derivative-foreign exchange US $2M 0.27
CURRENCY FORWARDS (CITIBANK N.A.) Derivative-foreign exchange US $1M 0.25
CURRENCY FORWARDS (JP MORGANCHASE BANK) Derivative-foreign exchange US $1M 0.24
CURRENCY FORWARDS (WESTPAC BANKING CORPORATION) Derivative-foreign exchange US $1M 0.23
CURRENCY FORWARDS (UBS AG) Derivative-foreign exchange US $1M 0.22
CURRENCY FORWARDS (BANK OF AMERICA N.A.) Derivative-foreign exchange US $1M 0.21
CURRENCY FORWARDS (TORONTO-DOMINION BANK/THE) Derivative-foreign exchange CA $1M 0.20
CURRENCY FORWARDS (STATE STREET B AND T CO) Derivative-foreign exchange US $1M 0.18
CURRENCY FORWARDS (BARCLAYS BANK PLC WHOLESALE, LONDON) Derivative-foreign exchange GB $1M 0.18
CURRENCY FORWARDS (STATE STREET B AND T CO) Derivative-foreign exchange US $948K 0.17
CURRENCY FORWARDS (NATWEST MARKETS PLC) Derivative-foreign exchange GB $926K 0.17
CURRENCY FORWARDS (BANK OF AMERICA N.A.) Derivative-foreign exchange US $463K 0.08
CURRENCY FORWARDS (BARCLAYS BANK PLC WHOLESALE, LONDON) Derivative-foreign exchange GB $363K 0.07
CURRENCY FORWARDS (STATE STREET B AND T CO) Derivative-foreign exchange US $221K 0.04
CURRENCY FORWARDS (MORGAN STANLEY AND CO. INTERNATIONAL) Derivative-foreign exchange US $195K 0.04
CURRENCY FORWARDS (NATWEST MARKETS PLC) Derivative-foreign exchange GB $184K 0.03
CURRENCY FORWARDS (GOLDMAN SACHS INTL FX) Derivative-foreign exchange US $125K 0.02
CURRENCY FORWARDS (CITIBANK N.A.) Derivative-foreign exchange US $119K 0.02
CURRENCY FORWARDS (NATWEST MARKETS PLC) Derivative-foreign exchange GB $49K 0.01
CURRENCY FORWARDS (JP MORGANCHASE BANK) Derivative-foreign exchange US $32K 0.01
CURRENCY FORWARDS (STATE STREET B AND T CO) Derivative-foreign exchange US $3K 0.00
EQUITY INDEX FUTURE (CHICAGO MERCANTILE EXCHANGE) Derivative-equity US $5M 0.85
ORDINARY SHARES (AXA SA) Long Equity-common FR $4M 110K 0.70
ORDINARY SHARES (CENOVUS ENERGY INC) Long Equity-common CA $3M 157K 0.57
ORDINARY SHARES (ASSURED GUARANTY LTD) Long Equity-common BM $3M 36K 0.53
ORDINARY SHARES (AIA GROUP LTD) Long Equity-common HK $3M 436K 0.52
ORDINARY SHARES (SHELL PLC) Long Equity-common GB $3M 71K 0.47
ORDINARY SHARES (CANADIAN PACIFIC KANSAS CITY LTD) Long Equity-common CA $2M 23K 0.35
ORDINARY SHARES (VIKING HOLDINGS LTD) Long Equity-common BM $2M 51K 0.33
ORDINARY SHARES (BP PLC) Long Equity-common GB $1M 249K 0.27
ORDINARY SHARES (GLENCORE PLC) Long Equity-common CH $1M 257K 0.26
ORDINARY SHARES (PRUDENTIAL PLC) Long Equity-common HK $1M 153K 0.25
ORDINARY SHARES (AGNICO EAGLE MINES LTD) Long Equity-common CA $1M 17K 0.23
ORDINARY SHARES (LULULEMON ATHLETICA INC) Long Equity-common CA $946K 4K 0.17
ORDINARY SHARES (ON HOLDING AG) Long Equity-common CH $590K 14K 0.11
OTC EQUITY OPTION (CITIBANK N.A.) Derivative-equity US $2M 0.29
OTC EQUITY OPTION (CITIBANK N.A.) Derivative-equity US $1M 0.19
SHORT TERM INV FUND (PUTNAM SHORT TERM INVESTMENT FUND) Long Short-term investment vehicle US $11M 11M 1.98
SHORT TERM INV FUND (State Street Institutional U.S. Government Money Market Fund, Premier Class) Long Short-term investment vehicle US $610K 610K 0.11
U.S. T BILLS (UNITED STATES OF AMERICA) Long Debt US $198K 0.04
U.S. T BILLS (UNITED STATES OF AMERICA) Long Debt US $198K 0.04

Address

Putnam Investment Funds
100 FEDERAL STREET
BOSTON
Massachusetts
02110
United States of America

Directors

Williams Murphy Jennifer
Pillai Marie
Ahamed Liaquat
Baumann Barbara M
Domotorffy Katinka
Hill Catharine Bond
Putnam, III George
Reynolds Robert L
Singh Manoj P
Sutphen Mona K
McGreevy Gregory G
Trust Jane E

Transfer Agents

Putnam Investor Services, Inc.

Pricing Services

ICE Data Services (Corp)
Reuters (equities)

Custodians

State Street Bank and Trust Company

Shareholder Servicing Agents

Putnam Investor Services, Inc.

Admins

Franklin Templeton Services, LLC

Brokers

MLCO - BofA Securities, Inc.
CGML - CITIGROUP GLOBAL MARKETS INC
UBSW - UBS SECURITIES L.L.C.
JPMS - J.P. MORGAN SECURITIES, LLC.
STFL - STIFEL, NICOLAUS & COMPANY INCORPORATED
RAJA - RAYMOND JAMES & ASSOCIATES, INC.
RBCD - RBC CAPITAL MARKETS LLC
GSCO - GOLDMAN SACHS & CO LLC
JEFF - JEFFERIES LLC
PIJF - PIPER SANDLER (formerly PIPER JAFFRAY & CO))