Putnam Dynamic Asset Fund Quote
| PAEAX Fund | USD 19.44 0.18 0.93% |
PerformanceVery Weak
| Odds Of DistressLow
|
Putnam Dynamic is trading at 19.44 as of the 20th of March 2025; that is 0.93 percent up since the beginning of the trading day. The fund's open price was 19.26. Putnam Dynamic has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. 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
Putnam Mutual Fund Highlights
| Fund Concentration | Putnam Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Putnam (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of January 2023 |
| Fiscal Year End | September |
Putnam Dynamic Asset [PAEAX] is traded in USA and was established 20th of March 2025. 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 0.62% with the current yeild of 0.02%, while the total return for the last 3 years was 10.09%.
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
| GILD | Gilead Sciences | Stock | Health Care | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| CVX | Chevron Corp | Stock | Energy | |
| C | Citigroup | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy |
Putnam Dynamic Asset Risk Profiles
| Mean Deviation | 0.7954 | |||
| Standard Deviation | 1.52 | |||
| Variance | 2.31 | |||
| Risk Adjusted Performance | (0.1) |
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.
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