4 / 5 Stars
5 5 1 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.21 percent over the past year, 11.51 percent over the past three years, 15.11 percent over the past five years, and 6.96 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.8%|
|3 Years (Annualized)||11.5%|
|5 Years (Annualized)||15.1%|
|10 Years (Annualized)||7.0%|
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.
Fees are Low compared to funds in the same category.
Putnam Dynamic Asset Allocation Growth Fund has an expense ratio of 1.84 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.