Putnam Dynamic Asset Fund Manager Performance Evaluation
| PAGYX Fund | USD 22.40 0.05 0.22% |
The fund holds a Beta of 0.0028, which implies not very significant fluctuations relative to the market. As returns on the market increase, Putnam Dynamic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Dynamic is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Dynamic Asset are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Putnam Dynamic is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8000 |
Putnam |
Putnam Dynamic Relative Risk vs. Return Landscape
If you would invest 2,148 in Putnam Dynamic Asset on August 29, 2024 and sell it today you would earn a total of 92.00 from holding Putnam Dynamic Asset or generate 4.28% return on investment over 90 days. Putnam Dynamic Asset is currently producing 0.0685% returns and takes up 0.6144% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Putnam, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnam Dynamic Current Valuation
Undervalued
Today
Please note that Putnam Dynamic's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Putnam Dynamic Asset holds a recent Real Value of $24.08 per share. The prevailing price of the fund is $22.4. We determine the value of Putnam Dynamic Asset from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Putnam Dynamic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Dynamic's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 22.4 | Real 24.08 | Hype 22.25 |
The intrinsic value of Putnam Dynamic's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Putnam Dynamic's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Putnam Dynamic Asset helps investors to forecast how Putnam mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Putnam Dynamic more accurately as focusing exclusively on Putnam Dynamic's fundamentals will not take into account other important factors: Putnam Dynamic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Dynamic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Dynamic Asset, and traders can use it to determine the average amount a Putnam Dynamic's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1114
| Best Portfolio | Best Equity | |||
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| Cash | PAGYX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Putnam Dynamic is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Putnam Dynamic by adding it to a well-diversified portfolio.
Putnam Dynamic Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Dynamic, and Putnam Dynamic fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Putnam Mutual Fund performance.
| Price To Earning | 14.76 X | ||||
| Price To Book | 1.94 X | ||||
| Price To Sales | 1.03 X | ||||
| Total Asset | 3.07 B | ||||
About Putnam Dynamic Performance
Evaluating Putnam Dynamic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Dynamic has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Putnam Dynamic has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. and foreign government obligations, corporate obligations and securitized debt instruments .Things to note about Putnam Dynamic Asset performance evaluation
Checking the ongoing alerts about Putnam Dynamic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Dynamic Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 8.37% of its assets in cash |
- Analyzing Putnam Dynamic's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Putnam Dynamic's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Dynamic's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Putnam Dynamic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Dynamic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Dynamic's mutual fund. These opinions can provide insight into Putnam Dynamic's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |