Putnam Dynamic Asset Fund Beta
PACYX Fund | USD 10.54 0.09 0.85% |
Putnam Dynamic Asset fundamentals help investors to digest information that contributes to Putnam Dynamic's financial success or failures. It also enables traders to predict the movement of Putnam Mutual Fund. The fundamental analysis module provides a way to measure Putnam Dynamic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Putnam Dynamic mutual fund.
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Putnam Dynamic Asset Mutual Fund Beta Analysis
Putnam Dynamic's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Putnam Dynamic Asset has a Beta of 0.0. This indicator is about the same for the Putnam average (which is currently at 0.0) family and about the same as Allocation--15% to 30% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Putnam Dynamic
The fund invests 40.74% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (49.01%) , cash (4.94%) and various exotic instruments.Asset allocation divides Putnam Dynamic's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Putnam Fundamentals
Price To Earning | 16.47 X | |||
Price To Book | 2.00 X | |||
Price To Sales | 1.12 X | |||
Total Asset | 1.09 B | |||
Annual Yield | 0.02 % | |||
Year To Date Return | 3.40 % | |||
One Year Return | 10.56 % | |||
Three Year Return | 0.65 % | |||
Five Year Return | 3.79 % | |||
Ten Year Return | 6.21 % | |||
Net Asset | 1.11 B | |||
Last Dividend Paid | 0.01 | |||
Cash Position Weight | 4.94 % | |||
Equity Positions Weight | 40.74 % | |||
Bond Positions Weight | 49.01 % |
About Putnam Dynamic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Putnam Dynamic Asset's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Putnam Dynamic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Putnam Dynamic Asset based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Putnam Dynamic Asset using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
Align your risk with return expectations
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Putnam Dynamic Asset. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.