Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down 0.10% Nasdaq Up 0.23%
Streaming
Ticker Tape: On

Putnam Dynamic Asset Allocation Gr M (PAGMX)

16.65 Up 0.04(0.24%) Apr 17
Get the big picture on all your investments.
Prev Close:16.61
YTD Return*:2.07%
Net Assets*:1.83B
Yield*:0.94%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for PAGMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FNMA 4% TBA1.954.18
FNMA1.11-2.91
CVS1.094.39
AAPL1.05-1.00
JPM1.017.65

Fund Basics

Morningstar Overall Rating:
Total Assets:1.83B
Category:Aggressive Allocation
Annual Report Expense Ratio (net):1.59%

Performance & Risk

YTD Return:2.07%
5y Avg Return:18.70%
Rank in Category (ytd):21
% Rank in Category (ytd):4.85%
Beta (3y):1.49
Morningstar Risk Rating:4

Fund Summary

The investment seeks capital appreciation. The fund allocates 65% to 95% of its assets in equities and 5% to 35% in debt securities. It invests mainly in equity securities (growth or value stocks or both) of 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 secularized debt instruments (such as mortgage-backed investments). It may also use to a significant extent derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback