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Putnam Dynamic Asset Allocation Bal A PABAX

Analyst rating as of
NAV / 1-Day Return
17.64  /  0.51 %
Total Assets
2.8 Bil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
Below Average
Longest Manager Tenure
18.94 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.12%
Turnover
265%
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Morningstar’s Analysis

Will PABAX outperform in future?

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

This series’ ambitious approach doesn’t stand out.

Summary

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The managers running Putnam Dynamic Asset Allocation series made some improvements to the underlying fund lineup in 2020, but the team remains slim given the flexible mandate. The series retains a Morningstar Analyst Rating of Neutral for all share classes.

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