Putnam Dynamic Asset Allocation Balanced Fund
Shareclass
Putnam Dynamic Asset Allocation Bal Y (PABYX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Putnam Dynamic Asset Allocation Balanced Fund
FUND COVERAGE
# of holdings669
% of assets58%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Allianz SE0.08%$2.25M
- 2. AstraZeneca PLC ADR0.15%$4M
- 3. AstraZeneca PLC0.09%$2.52M
- 4. GSK PLC0.02%$642,203
- 5. NatWest Group PLC0.06%$1.52M
- 6. Sanofi SA0.2%$5.41M
- 7. Procter & Gamble Co0.23%$6.22M
- 8. Novartis AG Registered Shares0.19%$5.28M
- 9. BNP Paribas Act. Cat.A0.08%$2.27M
- 10. Novo Nordisk AS ADR0.03%$730,536
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc Class A<0.01%$103,509
- 2. Rithm Capital Corp0.03%$736,226
- 3. Shopify Inc Registered Shs -A- Subord Vtg0.07%$1.94M
- 4. Supernus Pharmaceuticals Inc0.02%$467,804
- 5. Astera Labs Inc0.05%$1.43M
- 6. Axos Financial Inc0.02%$510,958
- 7. Virtu Financial Inc Class A0.03%$862,839
- 8. IonQ Inc Class A0.02%$621,867
- 9. Argan Inc0.02%$441,834
- 10. Towne Bank<0.01%$76,866
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Putnam Dynamic Asset Allocation Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
22
$237.39M
8.65%
Prisons high risk
6
$2.43M
0.09%
Private prisons
2
$198,478
<0.01%
Borders
30
$261.34M
9.52%
Borders high risk
13
$33.48M
1.22%
Total
40
$288.72M
11%
Holdings — 40 flagged holdings
1.
Microsoft Corp
:$90.44M
3.29%
2.
Amazon.com Inc
:$61.85M
2.25%
3.
Alphabet Inc Class A
:$36.12M
1.32%
4.
Walmart Inc
$18.27M
0.67%
5.
Lockheed Martin Corp
:$9.94M
0.36%
6.
Alphabet Inc Class C
:$9.78M
0.36%
7.
RTX Corp
:$6.34M
0.23%
8.
General Motors Co
:$6.01M
0.22%
9.
Thermo Fisher Scientific Inc
:$5.95M
0.22%
10.
Northrop Grumman Corp
:$5.19M
0.19%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Putnam Dynamic Asset Allocation Balanced Fund PABYX
Environment
Social
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