Putnam Dynamic Asset Allocation Growth Fund (PAEAX) Alternatives
Putnam Dynamic Asset Allocation Growth Fund (PAEAX) 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 PAEAX. 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 PAEAX
PAEAX charges 1.03% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PAEAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PAEAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PAEAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PAEAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PAEAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PAEAX vs BWBIX |
Best Risk-Adjusted Alternatives to PAEAX
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 | PAEAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PAEAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PAEAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PAEAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PAEAX vs PMAIX |
Top Performing PAEAX Alternatives (YTD)
PAEAX 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 | PAEAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PAEAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PAEAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PAEAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PAEAX vs CONWX |
Lowest Volatility Alternatives to PAEAX
PAEAX 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 | PAEAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PAEAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PAEAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PAEAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PAEAX vs SICIX |
Lowest Drawdown Alternatives to PAEAX
PAEAX 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 | PAEAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PAEAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PAEAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PAEAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PAEAX 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 | PAEAX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 21 | -12.94% | Oct 2, 1995 | PAEAX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 63 | -1.25% | Jan 10, 1998 | PAEAX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PAEAX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 63 | -1.25% | Jul 2, 2012 | PAEAX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 15 | -11.73% | Aug 31, 1990 | PAEAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 39 | -7.83% | Sep 24, 2010 | PAEAX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PAEAX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | -12.89% | Aug 27, 1999 | PAEAX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 59 | -6.12% | Oct 2, 1995 | PAEAX vs PNRAX |
Often Compared With PAEAX
What investors most often compare with PAEAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Global Technology and Innovation Fund | Technology Equities | 50 | -10.65% | Dec 31, 1998 | PAEAX vs JAGTX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | PAEAX vs VOO | |
| Apple Inc | 59 | -6.56% | — | PAEAX vs AAPL | ||
| Vanguard S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.17% | Apr 5, 2019 | PAEAX vs VOOG | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | PAEAX vs TPDAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | PAEAX vs QBDSX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | PAEAX vs EKBAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | PAEAX vs WWWEX |
Compare PAEAX with Any Fund or Stock
Compare PAEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.