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Mutual Fund Insights: Putnam Asset Allocation: Conservative Y Fund (PACYX)

In-depth Analysis of Putnam Asset Allocation: Conservative Y Fund (PACYX)

Mutual fund chart: Putnam Asset Allocation: Conservative Y Fund (PACYX)

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See Putnam Asset Allocation: Conservative Y Fund (PACYX) performance details as of January 31, 2010

  

    Last Trade: $8.96 on 3/19/2010, Change: -0.02 (-0.22%)
Experiment our closing price forecasting tool for Putnam Asset Allocation: Conservative Y Fund (PACYX) (alpha release)

  

Fund Manager - Jeffrey L. Knight

Fund Manager Tenure: 7.8 years   [Similar Funds: PACAX  PACBX  PACCX  PACMX  PACRX ]
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Knight is a managing director, deputy head of investments, and CIO of Putnam?s Global Asset Allocation team. Knight oversees the team?s institutional and individual portfolios and asset allocation investment process for the multi-asset-class portfolios.  Get more insights on Jeffrey L. Knight

  

What we like about Putnam Asset Allocation: Conservative Y Fund (PACYX) What we like about Putnam Asset Allocation: Conservative Y Fund (PACYX)

Data for Putnam Asset Allocation: Conservative Y Fund (PACYX) as of January 31, 2010

  • Putnam Asset Allocation: Conservative Y Fund (PACYX) management has been with Putnam Asset Allocation: Conservative Y Fund for 7.8 years
  • Putnam Asset Allocation: Conservative Y Fund (PACYX) has good short-term performance (1-year return 31.56% vs 22.81% Conservative Allocation category average)
  • Putnam Asset Allocation: Conservative Y Fund (PACYX) has good mid-term performance (3-year return 0.65% vs 0.26% Conservative Allocation category average)
  • Putnam Asset Allocation: Conservative Y Fund (PACYX) has good Long-term performance (5-year return 3.13% vs 2.80% Conservative Allocation category average)
  • Putnam Asset Allocation: Conservative Y Fund (PACYX) ratio of up-years vs down years is greater than 2
  • Putnam Asset Allocation: Conservative Y Fund (PACYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Putnam Asset Allocation: Conservative Y Fund (PACYX) What we are cautious about Putnam Asset Allocation: Conservative Y Fund (PACYX)

Data for Putnam Asset Allocation: Conservative Y Fund (PACYX) as of January 31, 2010

  • Putnam Asset Allocation: Conservative Y Fund is a focused fund with 77.48% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Putnam Asset Allocation: Conservative Y Fund (PACYX) has a Morningstar rating of 3 and below
  • Putnam Asset Allocation: Conservative Y Fund (PACYX) has an annual stock turnover rate of 292.22% that is higher than the Conservative Allocation average of 74.77%. This could mean Putnam Asset Allocation: Conservative Y is more nimble, but also signal potential high tax impact and high trading fees
  • Putnam Asset Allocation: Conservative Y Fund (PACYX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.86 that is higher than category average of 10.66
  • Putnam Asset Allocation: Conservative Y Fund (PACYX) has a higher management fee of 0.88% than its Conservative Allocation average of 0.86%
See Putnam Asset Allocation: Conservative Y Fund (PACYX) performance details as of January 31, 2010

  

  

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Putnam Asset Allocation: Conservative Y Fund (PACYX) Net Asset

Track net asset change of Putnam Asset Allocation: Conservative Y fund (PACYX)

DateNet Asset
01/2010$551.19M
11/2009$542.30M
10/2009$522.80M
More historic net asset information on Putnam Asset Allocation: Conservative Y Fund (PACYX)

  

Putnam Asset Allocation: Conservative Y Fund (PACYX) Portfolio Allocation

Track portfolio allocation change of Putnam Asset Allocation: Conservative Y fund (PACYX)

DateCashStockBondOther
09/20093.05%20.74%72.86%3.35%
06/20098.56%22.6%65.33%3.52%
03/20095.09%17.45%70.3%7.16%
Click here to see more historic asset allocation information on Putnam Asset Allocation: Conservative Y Fund (PACYX)

  

Most Recent Top 10 Holdings in Putnam Asset Allocation: Conservative Y Fund (PACYX)

Discover what Putnam Asset Allocation: Conservative Y Fund (PACYX) manager is buying

30-Sep-09
90day Euro$ Futr Sep09 Edu9 Short [14.98%]
FNMA [12.76%]
90day Euro$ Futr Dec09 Edz9 Short [10.7%]
FNMA [10.68%]
US Treasury Note (Fut) [9.69%]
US Treasury Bond [9.61%]
Euro Bund (Fut) [9.02%]
US Treasury Note [5.92%]
FNMA 4.5% [5.77%]
Dj Euro Stoxx 50 Sep09 Vgu9 Short [3.71%]

30-Jun-09
FNMA [12.76%]
FNMA [10.68%]
Fnma Fn30 Otba [5.77%]
Gnma1 Gn30 Tba [3.44%]
FNMA [2.79%]
FNMA [2.54%]
2.71 P Iswp Usl3m R 06/30/2038 Cs [2%]
2.81682 R Iswp Usl3m P 12/17/2023 De [1.95%]
Eem R Sw Usl3m P Jpmcb 08/19/09 [1.86%]
Eem R Sw Usl3m P Gsi 09/03/09 [1.6%]

31-Mar-09
FNMA [23.55%]
FNMA [12.3%]
Fnma [11.58%]
FNMA [11.16%]
FNMA [10.12%]
Fnma [6.7%]
FNMA [5.11%]
FNMA [3.19%]
Swptn 1yx10y R 4.735 Usd 05/15/2009 Jp [2.41%]
4.45155 P Iswp Usl3m R 09/18/2038 Ci [2.07%]
Click here for Stock Holding Change Map in Putnam Asset Allocation: Conservative Y Fund (PACYX)

  

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