A seasoned management team executes the Putnam Dynamic Asset Allocation series' flexible approach. However, thin supporting resources, standard quantitative models, and myriad moving parts support a renewed Morningstar Analyst Rating of Neutral for all share classes.
- NAV / 1-Day Return 9.93 / 0.81 %
- Total Assets 530.2 Mil
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Adj. Expense Ratio
- Expense Ratio 0.730%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Status Open
- TTM Yield 2.20%
- Turnover 456%
Morningstar’s Analysis PACYX
Will PACYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 868
- Bond Holdings 1072
- Other Holdings 101
- % Assets in Top 10 Holdings 16.0