Putnam Research Fund (PNRAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PNRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PNRAX
PNRAX charges 1.03% annually. There are 326 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | PNRAX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | PNRAX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | PNRAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | PNRAX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | PNRAX vs SSEYX |
Best Risk-Adjusted Alternatives to PNRAX
PNRAX has a PortfoliosLab risk / return rank of 70. There are 44 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | PNRAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | PNRAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | PNRAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | PNRAX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | PNRAX vs RESGX |
Top Performing PNRAX Alternatives (YTD)
PNRAX is at 10.18% YTD. There are 66 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | PNRAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | PNRAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | PNRAX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | PNRAX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | PNRAX vs ALSMX |
Lowest Volatility Alternatives to PNRAX
PNRAX has 12.91% 1-year volatility. There are 240 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | PNRAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | PNRAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | PNRAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | PNRAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | PNRAX vs FSUVX |
Lowest Drawdown Alternatives to PNRAX
PNRAX has a 1-year max drawdown of -8.24%. There are 54 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | PNRAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | PNRAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | PNRAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | PNRAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | PNRAX vs QUERX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include PEYAX, PEQSX, PEIYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 79 | 10.36% | — | Jun 1977 | PNRAX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 80 | 10.52% | — | Jul 2012 | PNRAX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 80 | 10.48% | — | Jan 1998 | PNRAX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 14 | 2.88% | — | Oct 1995 | PNRAX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 70 | 31.62% | — | Dec 2008 | PNRAX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 18 | 1.57% | — | Aug 1990 | PNRAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 44 | 5.94% | — | Sep 2010 | PNRAX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 15 | 2.99% | — | Aug 1999 | PNRAX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 98 | 1.43% | — | Oct 2011 | PNRAX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 38 | 24.35% | — | Dec 1997 | PNRAX vs PNSAX |
Often Compared With PNRAX
Investors most often compare PNRAX with SMGIX, CMNWX, PHSTX. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare PNRAX with Any Fund or Stock
Compare PNRAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PNRAX with funds that move differently
Putnam Research Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PNRAX.
Explore PNRAX Diversifiers