Putnam Dynamic Asset Allocation Balanced Fund
Shareclass
Putnam Dynamic Asset Allocation Bal R6 (PAAEX)
Type
Open-end mutual fund
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
How we track deforestation-risk investments
C
9.46%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
59
holdings flagged
7.79%
of assets flagged
This fund contains
$203.95 MILLION invested
in holdings flagged for deforestation riskTake action
Commodity producers
8 holdings
0.25% of assets
$6.46 MILLION invested
Banks and lenders
13 holdings
1.86% of assets
$48.6 MILLION invested
Major consumer brands
43 holdings
5.87% of assets
$153.72 MILLION invested
Commodity producers
8 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
8 HOLDINGS
- % of portfolio$ invested
- 1. Mitsubishi Corp
0.04%0.04% of portfolio$1.33M$1.33M invested - 2. Associated British Foods PLC
0.03%0.03% of portfolio$1.06M$1.06M invested - 3. WH Group Ltd Shs Unitary 144A/Reg S
0.03%0.03% of portfolio$973,136$973,136 invested - 4. Jardine Matheson Holdings Ltd0.03%0.03% of portfolio$827,474$827,474 invested
- 5. Tyson Foods Inc Class A0.02%0.02% of portfolio$760,064$760,064 invested
View next 3
Banks and lenders
13 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
13 HOLDINGS
View next 5
Major consumer brands
43 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
43 HOLDINGS
- % of portfolio$ invested
- 1. Amazon.com Inc
1.82%1.82% of portfolio$56.01M$56.01M invested - 2. Walmart Inc0.66%0.66% of portfolio$20.3M$20.3M invested
- 3. TJX Companies Inc0.34%0.34% of portfolio$10.45M$10.45M invested
- 4. Procter & Gamble Co0.21%0.21% of portfolio$6.52M$6.52M invested
- 5. Shell PLC0.15%0.15% of portfolio$4.62M$4.62M invested
View next 5
View more info
DATA AS OF 28 Feb 2025
Sustainability report card
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Putnam Dynamic Asset Allocation Balanced Fund PAAEX
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Find more financial data on PAAEX at Morningstar.com
Find more financial data on PAAEX at Morningstar.comTake Action
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