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Morningstar

Putnam Dynamic Asset Allocation Bal R PAARX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.87  /  0.07 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.190%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.11%
  • Turnover 257%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis PAARX

Will PAARX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PAARX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PAARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PAARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This fund series has some bright spots, including tactical proficiency, but also carries some weaknesses.

Senior Analyst

Summary

| by Todd Trubey

The seasoned team managing the Putnam Dynamic Asset Allocation series follows an organized process that has produced encouraging results, but the difficulty of its mission, the size of its supporting staff, and commonplace quantitative models lead to an overall Morningstar Analyst Rating of Neutral for all share classes.

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