Macroaxis: Personalized Investing

Personalized Investing and

Digital Wealth Optimization

Benchmark  United States  NYSE  11,064   18.225 Index Moved Down -0.16%  

Collecting data for PGPCX

George Putnam Balanced C George Putnam Balanced C



No Change


Last 1 Month(s)
5 Days Price Trend
Highest Price  
Lowest Price  
February 24, 2015 
January 30, 2015 

George Market Sensitivity

As returns on market increase, George returns are expected to increase less than the market. However during bear market, the loss on holding George will be expected to be smaller as well.
George Putnam Balanced C Small BetaGeorge Putnam Balanced C Beta Legend
NameGeorge Putnam Balanced C
InstrumentUSA Fund
IndustryModerate Allocation
Contact Number800. 225. 1581
CurrencyUSD - US Dollar
ExchangeNASDAQ Stock Exchange
Net Asset1.32 B
Last Dividend Paid0.02

George agains markets

 thisGreen PGPCX PGPCX agains markets  0.00 % No Change  
 United States NYSE   0.16 % Macroaxis: 0.16 Moved Down  
 United States Russel   0.20 % Macroaxis: 0.2 Moved Down  
 United States SP 500   0.24 % Macroaxis: 0.24 Moved Down  
 United States Nasdaq   0.47 % Macroaxis: 0.47 Moved Down  
Compare to Competition   Compare Correlations
Aaron Cooper  Money Manager
Fund Manager since June 10, 2014
Mr. Cooper is Director of Global Equity Research at Putnam. In this role he oversees the global equity research effort at Putnam managing analysts across the Boston London and Singapore offices. ...

George Diversification Suggestion

Use George to protect against small markets fluctuations. The fund experiences normal downward trend, but the immediate impact on correlations cannot be determined at the moment . Check odds of George to be traded at $17.02 in 30 days

George Price and Market Media

The median price of George for the period between Wed, Jan 28, 2015 and Fri, Feb 27, 2015 is 17.04 with a coefficient of variation of 1.22. The daily time series for the period is distributed with a sample standard deviation of 0.21, arithmetic mean of 16.96, and mean deviation of 0.18. The Fund did not receive any noticable media coverage during the period.
George Value 
Benchmark  Embed   Timeline