Putnam Dynamic Asset Allocation Balanced Fund - Charts and Resources

Data discoverability for Putnam Dynamic Asset Allocation Balanced Fund updated as of 2026-02-25.
2026-02-25

Quick Answer

What is Putnam Dynamic Asset Allocation Balanced Fund? A US commercial mortgage-backed security.

Identifiers: .

Unique value: Dealcharts provides computed pool metrics, time-series performance analysis, and cross-deal comparisons not available in raw SEC EDGAR filings.

Sources: SEC EDGAR public filings.

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Fund Overview

Fund NamePutnam Dynamic Asset Allocation Balanced Fund
Fund LEI
549300QO7FH593DLXC23
CIK914209
Fund ID
S000000778

Fund Metrics

Portfolio summary and asset distribution sourced from SEC NPORT-P filings.

Portfolio Summary

Total Value
$2,469,791,499
Total Positions
2,101
Asset Categories
9
Average Position Size
$1,175,531

Asset Distribution

ABS/MBS
10.1%
ABS-CBDO
1.0%
Short-Term Investments
1.4%
Equity Common
71.7%
Derivative-FX
0.0%
Loan
0.5%
Debt
11.9%
ABS-O
0.2%
Equity Preferred
0.1%
Filing Date
Feb 25, 2026
Report Date
Sep 30, 2026

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.Loading holdings data...

Context & Commentary#

Expert analysis, research, and commentary from verified entities and contributors.

Entity Statements

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External Analysis

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Datasets & API#

Access the raw data behind this fund page through multiple channels: REST API or direct downloads.
Facts APIMachine-readable fund facts — holdings, positions, and metadata. No API key required.
GET /llm/facts/fund/putnam-dynamic-asset-allocation-balanced-fund.json
Structured Facts (JSON-LD)Machine-readable facts for LLMs, research, and automation.
{
  "fund_name": "Putnam Dynamic Asset Allocation Balanced Fund",
  "fund_lei": "549300QO7FH593DLXC23",
  "total_holdings": 2101,
  "total_value": 2469791499.25,
  "asset_types": [
    "ABS/MBS",
    "ABS-CBDO",
    "Short-Term Investments",
    "Equity Common",
    "Derivative-FX",
    "Loan",
    "Debt",
    "ABS-O",
    "Equity Preferred"
  ],
  "filing_date": "2026-02-25"
}
Data StewardshipAll data on this page is sourced from public SEC NPORT-P filings and transformed into structured, analyzable datasets. We verify accuracy through automated checks and community feedback.Found an issue? Report it and help us improve data quality for everyone.

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