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Putnam Dynamic Asset Allocation Bal C (AABCX) Fund Ranking and Research

Ranking, Research and Recommendation of Putnam Dynamic Asset Allocation Bal C (AABCX) Fund

    Last Trade: $14.62 on 8/17/2017, Change: -0.13 (-0.88%)

 

Graph of Putnam Dynamic Asset Allocation Bal C Fund (AABCX) ManagerFund Manager - Robert J. Schoen

Fund Manager Information

Fund Manager Tenure: 15.2 years
Fund Family: Putnam
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

 

Graph of Putnam Dynamic Asset Allocation Bal C Fund (AABCX) ProfilePutnam Dynamic Asset Allocation Bal C Fund (AABCX) Profile

Fund Profile and Description

Putnam Dynamic Asset Allocation Bal C Fund seeks total return. Putnam Dynamic Asset Allocation Bal C Fund generally invests 45% to 75% of assets in equities and 25% to 55% in debt. The equity portion consists mainly of common stocks. It may adjust portfolio allocations from time to time within a certain range for the fund to try to optimize performance consistent with its goal.

 

Putnam Dynamic Asset Allocation Bal C (AABCX) Fund Strength What we like about Putnam Dynamic Asset Allocation Bal C (AABCX) Fund

Data for Putnam Dynamic Asset Allocation Bal C Fund (AABCX) as of May 30, 2016

  • Putnam Dynamic Asset Allocation Bal C Fund (AABCX) management has been with Putnam Dynamic Asset Allocation Bal C Fund for 15.2 years
  • Putnam Dynamic Asset Allocation Bal C Fund (AABCX) has good mid-term performance (3-year return 6.06% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • Putnam Dynamic Asset Allocation Bal C Fund (AABCX) has good Long-term performance (5-year return 6.39% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • Putnam Dynamic Asset Allocation Bal C Fund (AABCX) ratio of up-years vs down years is greater than 2

Putnam Dynamic Asset Allocation Bal C Fund (AABCX) Weakness What we are cautious about Putnam Dynamic Asset Allocation Bal C (AABCX) Fund

Data for Putnam Dynamic Asset Allocation Bal C Fund (AABCX) as of May 30, 2016

  • Putnam Dynamic Asset Allocation Bal C Fund (AABCX) has a less-than-ideal short-term performance (1-year return -3.15% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • Putnam Dynamic Asset Allocation Bal C Fund (AABCX) has a Morningstar rating of 3 and below
  • Putnam Dynamic Asset Allocation Bal C Fund (AABCX) has an annual stock turnover rate of 343.00% that is higher than the Allocation--50% to 70% Equity average of 56.38%. This could mean Putnam Dynamic Asset Allocation Bal C is more nimble, but also signal potential high tax impact and high trading fees
  • Putnam Dynamic Asset Allocation Bal C Fund (AABCX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.81 that is higher than category average of 7.71
  • Putnam Dynamic Asset Allocation Bal C Fund (AABCX) has a higher expense ratio of 1.73% than its Allocation--50% to 70% Equity average of 0.85%
  • Putnam Dynamic Asset Allocation Bal C Fund (AABCX) carries a 1% load
See Putnam Dynamic Asset Allocation Bal C Fund (AABCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Putnam Dynamic Asset Allocation Bal C Fund (AABCX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Putnam Dynamic Asset Allocation Bal C1.07-3.156.066.39
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare Putnam Dynamic Asset Allocation Bal C Fund (AABCX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of Putnam Dynamic Asset Allocation Bal C Fund (AABCX) Net Asset TrackingPutnam Dynamic Asset Allocation Bal C (AABCX) Fund Net Asset

Track net asset change of Putnam Dynamic Asset Allocation Bal C fund (AABCX)

DateNet Asset
05/2016$2.14B
03/2016$2.02B
02/2016$2.02B
More historic net asset information on Putnam Dynamic Asset Allocation Bal C Fund (AABCX)

  

Graph of Putnam Dynamic Asset Allocation Bal C Fund (AABCX) Portfolio TrackingPutnam Dynamic Asset Allocation Bal C (AABCX) Fund Portfolio Allocation

Track portfolio allocation change of Putnam Dynamic Asset Allocation Bal C fund (AABCX)

DateCashStockBondOther
03/201616.58%54.51%28.26%0.25%
12/201517.03%54.43%28.02%0.18%
09/201515.58%53.98%29.85%0.2%
Click here to see more historic asset allocation information on Putnam Dynamic Asset Allocation Bal C Fund (AABCX)

 

graph of Putnam Dynamic Asset Allocation Bal C Fund (AABCX) Top 10 Position TrackingTop 10 Holdings in Putnam Dynamic Asset Allocation Bal C (AABCX) Fund

Discover what Putnam Dynamic Asset Allocation Bal C Fund (AABCX) manager is buying

Mar 30, 2016
Ginnie Mae Jumbos TBA 3.5% 2046-04-01 [2.9%]
Apple Inc. [1.85%]
Fannie Mae Single Family TBA 3% 2031-04-01 [1.73%]
Microsoft Corporation [1.49%]
Verizon Communications Inc. Com [1.11%]
JP Morgan Chase & Co. Common St [0.98%]
FNMA [0.97%]
Home Depot, Inc. (The) Common S [0.95%]

Dec 30, 2015
FNMA 4% TBA [3.15%]
Govt Natl Mtg Asso 3.5% [2.59%]
Apple Inc. [1.75%]
Fed Natl Mort Assc 3% [1.71%]
FNMA [1.21%]
Alphabet Inc. [1.15%]
JP Morgan Chase & Co. Common St [1.07%]
Home Depot, Inc. (The) Common S [1.03%]
Pfizer, Inc. Common Stock [0.95%]

Sep 29, 2015
Fannie Mae Single Family TBA 4% 2045-11-01 [3.13%]
Govt Natl Mtg Asso 3.5% [2.45%]
Apple Inc. [1.92%]
Fannie Mae Single Family TBA 3% 2045-11-01 [1.92%]
Fed Natl Mort Assc 3% [1.42%]
Fed Natl Mort Assc 6% [1.23%]
JP Morgan Chase & Co. Common St [1.03%]
Alphabet Inc. [0.99%]
Pfizer, Inc. Common Stock [0.97%]
Home Depot, Inc. (The) Common S [0.94%]
Click here for Stock Holding Change Map in Putnam Dynamic Asset Allocation Bal C Fund (AABCX)

  

Latest News on Putnam Dynamic Asset Allocation Bal C (AABCX) Fund

See what is happening with Putnam Dynamic Asset Allocation Bal C Fund (AABCX)

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Putnam Dynamic Asset Allocation Bal C Fund (AABCX) Related ResourcesSee more information on Putnam Dynamic Asset Allocation Bal C (AABCX) Fund

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