PRACX Performance — Putnam Research Fund, Class C
Data updated: 2026-10-13
PRACX returned +11.95% year to date and +22.28% over one year to Jul 2026. Annualised returns are +20.24% over 3 years and +12.82% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $174, against $153 for the category, and to $122 over one year, against $116. Volatility over the past three years was 13.47% a year. In the 12 months to Jul 2026 the fund took in a net $139.8M, and assets reached $819.27M.
PRACX Growth of $100
What $100 invested in Putnam Research Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | PRACX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $122 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $174 | $153 |
| 5 years (Aug 2021 – Jul 2026) | $183 | $159 |
| Since data start (Aug 2019 – Jul 2026) | $275 | $226 |
PRACX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.95% |
| 1 year | +22.28% |
| 3 years (annualised) | +20.24% |
| 5 years (annualised) | +12.82% |
PRACX Annual Returns
Calendar-year total returns of Putnam Research Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +11.95% |
| 2025 | +20.04% |
| 2024 | +30.31% |
| 2023 | +19.51% |
| 2022 | −14.81% |
| 2021 | +33.75% |
| 2020 | +10.22% |
| 2019 (Aug–Dec) | +4.59% |
PRACX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.5% | −0.5% | −4.4% | +10.6% | +5.8% | −1.4% | +0.5% | — | — | — | — | — |
| 2025 | +5.4% | −2.1% | −6.6% | −1.2% | +6.8% | +5.6% | +2.4% | +1.7% | +4.2% | +2.7% | +0.7% | −0.4% |
| 2024 | +9.1% | −4.1% | +3.6% | +5.8% | +0.6% | +3.6% | +5.3% | −0.8% | +2.7% | +1.7% | +2.9% | −2.8% |
| 2023 | +5.7% | +1.8% | +3.1% | −2.1% | +3.0% | +6.3% | +1.2% | −1.8% | −4.2% | −1.3% | +2.3% | +4.5% |
| 2022 | −1.7% | −8.1% | +2.8% | −3.5% | +9.3% | −8.0% | +0.4% | +8.6% | −9.4% | −4.1% | +6.0% | −5.9% |
| 2021 | +11.1% | +5.2% | +3.4% | +2.8% | +2.3% | +2.6% | +0.1% | +7.3% | −5.0% | +3.1% | −5.0% | +2.5% |
| 2020 | +3.5% | +12.0% | −12.1% | −7.8% | +5.4% | +2.6% | +5.5% | −2.9% | −3.8% | +7.2% | −1.0% | +3.6% |
| 2019 | — | — | — | — | — | — | — | +2.3% | +1.5% | −2.0% | −0.3% | +3.1% |
PRACX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 13.47%
- 3-year Sharpe ratio: 1.17 (vs 4.5% risk-free rate)
- Best month: +10.62% (Apr 2026)
- Worst month: −6.62% (Mar 2025)
PRACX Fund Flows
Monthly money in and out of Putnam Research Fund, from SEC Form N-PORT.
- 12-month net flow: $139.8M
- 12-month gross sales (incl. reinvestments): $294.1M
- Sales ÷ redemptions: 1.91×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $63.2M | $8.2M | $55.0M |
| Jun 2026 | $14.5M | $22.4M | −$7.9M |
| May 2026 | $34.0M | $7.4M | $26.6M |
| Apr 2026 | $25.2M | $6.4M | $18.8M |
| Mar 2026 | $10.1M | $8.9M | $1.1M |
| Feb 2026 | $10.5M | $33.7M | −$23.2M |
| Jan 2026 | $23.1M | $17.2M | $5.9M |
| Dec 2025 | $76.6M | $16.3M | $60.2M |
| Nov 2025 | $6.7M | $9.3M | −$2.5M |
| Oct 2025 | $5.1M | $7.7M | −$2.6M |
| Sep 2025 | $4.9M | $6.2M | −$1.3M |
| Aug 2025 | $20.3M | $10.5M | $9.7M |
PRACX Assets Under Management
Net assets of Putnam Research Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $819.27M |
| 2026-04-30 | $708.52M |
| 2026-01-31 | $675.65M |
| 2025-10-31 | $667.79M |
| 2025-07-31 | $605.82M |
| 2025-04-30 | $537.57M |
| 2025-01-31 | $603.04M |
| 2024-10-31 | $577.76M |
| 2024-07-31 | $554.05M |
| 2024-04-30 | $511.26M |
| 2024-01-31 | $490.56M |
| 2023-10-31 | $429.09M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.