PRFBX — Putnam Research Fund
Data updated: 2026-09-25
PRFBX — Putnam Research Fund. United States Large Cap Blend / Core Equity · $819.27M AUM · 1.79% expense ratio. Holdings, fees, performance and SEC filings.
PRFBX Fund Overview
PRFBX — Putnam Research Fund is a US mutual fund managed by Putnam Investment Funds, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Putnam Investment Funds
- Category: United States Large Cap Blend / Core Equity
- Assets under management: $819.27M
- 1-year return: 29.3%
- Ticker: PRFBX
- SEC CIK: 0000932101
- SEC series ID: S000003853
- Share class ID: C000010782
PRFBX Investment Objective and Strategy
Putnam Research Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Putnam Investment Funds.
Investment objective
Putnam Research Fund seeks capital appreciation.
Principal investment strategy
Investments We invest mainly in common stocks (growth or value stocks or both) of large U.S. companies that we believe have favorable investment potential. For example, we may purchase stocks of companies with stock prices that reflect a value lower than that which we place on the company. We may also consider other factors we believe will cause the stock price to rise. We may consider, among other factors, a companys valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
PRFBX Holdings
Top 10 holdings of Putnam Research Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Apple, Inc. | 7.40% |
| Microsoft Corp. | 7.17% |
| NVIDIA Corp. | 5.72% |
| Alphabet, Inc. | 5.17% |
| Amazon.com, Inc. | 4.41% |
| Lam Research Corp. | 2.47% |
| Broadcom, Inc. | 1.99% |
| Advanced Micro Devices, Inc. | 1.91% |
| Cisco Systems, Inc. | 1.84% |
| Meta Platforms, Inc. | 1.77% |
PRFBX Portfolio Allocation
Asset-class allocation of Putnam Research Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 97.7% |
| Other | 1.5% |
| Cash & Equivalents | 1.0% |
PRFBX Performance
Total returns for PRFBX (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 29.3% |
| 3 years (annualised) | 7.6% |
| 5 years (annualised) | 14.4% |
PRFBX Risk Information
Risk metrics for PRFBX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 13.8%
PRFBX Costs and Fees
PRFBX costs about $179 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.79%
- Gross expense ratio: 1.79%
- Portfolio turnover: 65%
- Brokerage commissions: 6.08 bps of average net assets (SEC N-CEN)
PRFBX Cashflows
Over the 12 months to 2026-04, Putnam Research Fund had net inflows of $51.35M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | $18.78M |
| 2026-03 | $1.12M |
| 2026-02 | −$23.22M |
| 2026-01 | $5.87M |
| 2025-12 | $60.23M |
| 2025-11 | −$2.54M |
PRFBX Debt Constituents
No individual debt constituents are reported in Putnam Research Fund's latest SEC N-PORT filing.
PRFBX Prospectus and SEC Filings
Official Putnam Research Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2025-11-24
- Prospectus (485BPOS) — filed 2024-11-26
- Prospectus supplement (497) — filed 2025-06-06
- Portfolio holdings (N-PORT) — filed 2026-09-25
- Portfolio holdings (N-PORT) — filed 2026-06-24
- Portfolio holdings (N-PORT) — filed 2026-03-27
- Annual census (N-CEN) — filed 2025-10-10
- Annual census (N-CEN) — filed 2024-10-11
Related Funds
Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.