Skip to Content

Putnam Dynamic Asset Allocation Cnsrv B PACBX

Analyst rating as of
NAV / 1-Day Return
11.82  /  0.08 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.740%
Expense Ratio
1.740%
Fee Level
Average
Longest Manager Tenure
19.40 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Closed
TTM Yield
0.61%
Turnover
395%
Premium

Morningstar’s Analysis

Will PACBX outperform in future?

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

Two Manager Promotions Do Not Affect the Ratings of Putnam's Dynamic Asset Allocation Funds

Analyst Note

| |

On June 28, 2021, Putnam announced the promotion of Brett Goldstein to co-chief investment officer of the firm's Global Asset Allocation, or GAA, team, effective June 30, 2021. At the same time, Adrian Chan will be added as a named portfolio manager on funds managed by the GAA team, including the Dynamic Asset Allocation funds. The Dynamic Asset Allocation series retains an Average People rating, supporting a continued Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Premium