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 Dow Up 0.04% Nasdaq Up 0.06%

Putnam Dynamic Asset Allocation Gr M (PAGMX)

17.43 Down 0.07(0.40%) Jul 25
Prev Close:17.43
YTD Return*:5.91%
Net Assets*:1.88B
Yield*:0.90%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for PAGMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CVS1.120.43
JPM1.0417.82
AAPL1.006.09
CL0.9517.08
JNJ0.937.19

Fund Basics

Morningstar Overall Rating:
Total Assets:1.88B
Category:Aggressive Allocation
Annual Report Expense Ratio (net):1.59%

Performance & Risk

YTD Return:5.91%
5y Avg Return:15.38%
Rank in Category (ytd):36
% Rank in Category (ytd):8.76%
Beta (3y):1.48
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
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