Putnam Dynamic Asset Allocation Bal A (PABAX)
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Putnam Dynamic Asset Allocation Bal A
Boston, MA 2109
One Post Office Square
Putnam Asset Allocation Funds
Management Information
Robert J. Schoen,Lead Manager since May 29, 2002
Robert Schoen is Co-Head of the Global Asset Allocation (GAA) group at Putnam Investments. In partnership with other GAA co-heads, he is responsible for the overall strategy and positioning of Putnam's GAA products. Robert’s career in the investment industry began in 1990. He joined Putnam in 1997. Prior to joining Putnam (from 1992 to 1997), Robert was a self-employed Financial Consultant. He was Head of Research at an asset management company from 1990 to 1992. Robert has a BA from Tufts University and an MBA from New York University, Stern School of Business.
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Morningstar Category
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Fund Overview
CategoryAllocation--50% to 70% Equity
Fund FamilyFranklin Templeton Investments
Net Assets1.94B
YTD Return4.30%
Yield1.67%
Morningstar Rating★★★
Inception DateJan 20, 2003
Fund Operations
Last Dividend0.08
Last Cap Gain9.00
Holdings Turnover302.00%
Average for CategoryN/A
Fees & Expenses
ExpensePABAXCategory Average
Annual Report Expense Ratio (net)0.73%0.84%
Prospectus Net Expense Ratio0.73%N/A
Prospectus Gross Expense Ratio0.73%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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