3 / 5 Stars
4 4 5 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#38 in Conservative Allocation
U.S. News evaluated 190 Conservative 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 9.61 percent over the past year, 7.11 percent over the past three years, 13.27 percent over the past five years, and 5.16 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.2%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||13.3%|
|10 Years (Annualized)||5.2%|
The investment seeks total return consistent with preservation of capital. The fund allocates 15% to 45% of its assets in equities and 55% to 85% 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. It may 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 Above Average compared to funds in the same category.
Putnam Dynamic Asset Allocation Conservative Fund has an expense ratio of 1.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.