Putnam Dynamic Asset Allocation Balanced Fund (PABAX) Alternatives
Putnam Dynamic Asset Allocation Balanced Fund (PABAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PABAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PABAX
PABAX charges 0.94% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PABAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PABAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PABAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PABAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PABAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | PABAX vs MAANX |
Best Risk-Adjusted Alternatives to PABAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PABAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PABAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PABAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PABAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PABAX vs PMAIX |
Top Performing PABAX Alternatives (YTD)
PABAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PABAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PABAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PABAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PABAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PABAX vs CONWX |
Lowest Volatility Alternatives to PABAX
PABAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PABAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PABAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PABAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PABAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PABAX vs SICIX |
Lowest Drawdown Alternatives to PABAX
PABAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PABAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PABAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PABAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PABAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PABAX vs SICIX |
Other Mutual Funds from Putnam
Most popular Putnam mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 62 | -1.32% | Jun 15, 1977 | PABAX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 21 | -12.94% | Oct 2, 1995 | PABAX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 63 | -1.25% | Jan 10, 1998 | PABAX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PABAX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 63 | -1.25% | Jul 2, 2012 | PABAX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 15 | -11.73% | Aug 31, 1990 | PABAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 39 | -7.83% | Sep 24, 2010 | PABAX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PABAX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | -12.89% | Aug 27, 1999 | PABAX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 59 | -6.12% | Oct 2, 1995 | PABAX vs PNRAX |
Often Compared With PABAX
What investors most often compare with PABAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM Balanced Fund | Diversified Portfolio | 70 | -3.30% | Jan 3, 1993 | PABAX vs PABFX | |
| American Funds American Balanced Fund Class A | Diversified Portfolio | 81 | -2.86% | Jul 26, 1975 | PABAX vs ABALX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | PABAX vs FYMIX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | PABAX vs WWWEX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | PABAX vs TPDAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | PABAX vs QBDSX |
Compare PABAX with Any Fund or Stock
Compare PABAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.