Putnam Dynamic Asset Allocation Gr M (PAGMX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for PAGMX at this time.
|Symbol||% Assets||YTD Return %|
|FNMA 4% TBA||1.95||4.18|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.59%|
Performance & Risk
|5y Avg Return:||18.70%|
|Rank in Category (ytd):||21|
|% Rank in Category (ytd):||4.85%|
|Morningstar Risk Rating:||4|
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