Putnam Dynamic Asset Allocation Balanced Fund Class P
| Weiss Ratings | I-33680 | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | I-33680 | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (6), Adrian H. Chan (4), Jacqueline Kenney (0), 1 other | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | I-33680 | Click to Compare |
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| Fund Name | Putnam Dynamic Asset Allocation Balanced Fund Class P | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 31, 2016 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | I-33680 | Click to Compare |
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| Dividend Yield | 2.32% | |||
| Dividend | I-33680 | Click to Compare |
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| Dividend Yield (Forward) | 1.62% | |||
| Asset Allocation | I-33680 | Click to Compare |
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| Cash | -0.66% | |||
| Stock | 60.20% | |||
| U.S. Stock | 48.77% | |||
| Non-U.S. Stock | 11.43% | |||
| Bond | 40.04% | |||
| U.S. Bond | 35.11% | |||
| Non-U.S. Bond | 4.93% | |||
| Preferred | 0.13% | |||
| Convertible | 0.03% | |||
| Other Net | 0.26% | |||
| Price History | I-33680 | Click to Compare |
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| 7-Day Total Return | -0.58% | |||
| 30-Day Total Return | 2.27% | |||
| 60-Day Total Return | 0.76% | |||
| 90-Day Total Return | 3.96% | |||
| Year to Date Total Return | 8.20% | |||
| 1-Year Total Return | 10.78% | |||
| 2-Year Total Return | 34.31% | |||
| 3-Year Total Return | 47.81% | |||
| 5-Year Total Return | 53.46% | |||
| Price | I-33680 | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | I-33680 | Click to Compare |
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| Nav | $17.05 | |||
| 1-Month Low NAV | $16.81 | |||
| 1-Month High NAV | $17.21 | |||
| 52-Week Low NAV | $14.46 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.11 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | I-33680 | Click to Compare |
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| Beta | 0.66 | |||
| Standard Deviation | 10.41 | |||
| Balance Sheet | I-33680 | Click to Compare |
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| Total Assets | 2.27B | |||
| Operating Ratios | I-33680 | Click to Compare |
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| Expense Ratio | 0.57% | |||
| Turnover Ratio | 222.00% | |||
| Performance | I-33680 | Click to Compare |
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| Last Bull Market Total Return | 14.18% | |||
| Last Bear Market Total Return | -12.16% | |||