PDREX : Putnam Dynamic Risk Allocation Fund Class A

PDREX is a Allocation Market All-In-One with HIGH fees.

PDREX

Putnam Dynamic Risk Allocation Fund Class A

FI Score

22 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

22% FI Score
  • pdrex
  • Mutual Fund
  • Allocation
  • All-In-One

Putnam Dynamic Risk Allocation Fund Class A

Expenses: 1.15% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks total return. The fund invests in a diversified set of asset classes. By investing in a broader set of asset classes than a traditional balanced fund, and by using leverage to increase the fund's exposures to asset classes, the managers believe that the fund may achieve a higher total return than a traditional balanced fund with approximately the same amount of risk as a traditional balanced fund. Risk is measured by the volatility of the fund's investment portfolio.

Largest Holdings

Amount Holding
13.41% Mlfcf15 R Us0003m P 06/20/23 Ba
11.02% SGX 10 Year Mini Japanese Government Bond Future June 20
4.84% 10 Year Treasury Note Future June 20
4.67% Cgputql2 R Us0003m P 11/25/20 Ci
3.94% Euro Bund Future June 20
3.58% Long Gilt Future June 20
3.24% 5 Year Treasury Note Future June 20
3.07% Euro Bobl Future June 20
2.48% Euro Buxl Future June 20
2.38% Euro Schatz Future June 20
1.74% Ultra US Treasury Bond Future June 20
1.43% Federal National Mortgage Association 6%
1.37% Federal National Mortgage Association 4%
1.37% Government National Mortgage Association 3.5%
1.36% Federal National Mortgage Association 3%
1.34% Federal National Mortgage Association 2.5%
1.34% Federal National Mortgage Association 2.5%
1.26% E-mini Russell 2000 Index Future June 20
1.25% Future on S&P GSCI May21
1.12% Fnma Pass-Thru I 4%

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