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.
Will PAGYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PAGYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PAGYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PAGYX’s parent organization’s priorities and whether they’re in line with investors’ interests.