Putnam Dynamic Asset Fund Quote

PAEAX Fund  USD 21.98  0.04  0.18%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Putnam Dynamic is trading at 21.98 as of the 28th of November 2024; that is 0.18 percent down since the beginning of the trading day. The fund's open price was 22.02. Putnam Dynamic has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Putnam Dynamic Asset are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of September 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund allocates 65 percent to 95 percent of its assets in equities and 5 percent to 35 percent in fixed income securities. It invests mainly in equity securities of both U.S. and foreign companies of any size. The fund also invests, to a lesser extent, in fixed-income investments, including U.S. More on Putnam Dynamic Asset

Moving together with Putnam Mutual Fund

  0.94PEYAX Putnam Equity IncomePairCorr
  0.72PFICX Putnam Floating RatePairCorr
  0.86PFJAX Putnam High YieldPairCorr
  0.72PFLRX Putnam Floating RatePairCorr
  0.7PFLLX Putnam Floating RatePairCorr

Moving against Putnam Mutual Fund

  0.54PGBRX Putnam Global IncomePairCorr
  0.34PGEBX George PutnamPairCorr

Putnam Mutual Fund Highlights

Fund ConcentrationPutnam Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Putnam (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date30th of January 2023
Fiscal Year EndSeptember
Putnam Dynamic Asset [PAEAX] is traded in USA and was established 28th of November 2024. Putnam Dynamic is listed under Putnam category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Putnam family. This fund at this time has accumulated 2.29 B in assets with no minimum investment requirementsPutnam Dynamic Asset is currently producing year-to-date (YTD) return of 20.76% with the current yeild of 0.02%, while the total return for the last 3 years was 6.74%.
Check Putnam Dynamic Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Putnam Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Putnam Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Putnam Dynamic Asset Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Putnam Dynamic Asset Mutual Fund Constituents

GILDGilead SciencesStockHealth Care
HDHome DepotStockConsumer Discretionary
SBUXStarbucksStockConsumer Discretionary
JPMJPMorgan Chase CoStockFinancials
VZVerizon CommunicationsStockCommunication Services
CVXChevron CorpStockEnergy
CCitigroupStockFinancials
XOMExxon Mobil CorpStockEnergy
More Details

Putnam Dynamic Asset Risk Profiles

Putnam Dynamic Against Markets

Other Information on Investing in Putnam Mutual Fund

Putnam Dynamic financial ratios help investors to determine whether Putnam Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Putnam with respect to the benefits of owning Putnam Dynamic security.
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum