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14.57

FUND

^(0.08)

0.55%

May 23 2013

Advice

Diversification Suggestion

Use George to protect against small markets fluctuations. The fund experiences moderate downward daily trend and can be a good diversifier

Analyze George Putnam Balanced C Trend or Check current 30 days George correlation with market (S&P 500)

1 Month Beta

0.57

Highest Price:

Lowest Price:

14.65

14.19

May 21 2013

April 23 2013

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.

PGPCX

NASDAQ

George Putnam Balanced C

Putnam

Moderate Allocation

Benchmark S&P 500

Contact Number: 800. 225. 1581

Currency: USD - US Dollar

Traded on NASDAQ Stock Exchange

Number of Employees	1
Net Asset	1.23 B
Last Dividend Paid	0.03

Nasdaq		0.97 %
PGPCX		0.55 %
SP 500		0.83 %
NYSE		0.94 %
Russel		1.65 %

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David Calabro Money Manager

Fund Manager since November 29, 2008

Calabro joined MFS Investment Management in 1992 as an equity analyst following food and beverage and computer software stocks. He has served as a senior vice president and portfolio manager since 1993. ...

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George Price and Market Media

The median price of George for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 14.41 with a coefficient of variation of 1.07. The daily time series for the period is distributed with a sample standard deviation of 0.15, arithmetic mean of 14.4, and mean deviation of 0.13. The Fund did not receive any noticable media coverage during the period.

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George Summary

George Putnam Balanced C [PGPCX] is traded in USA and was established in July 25, 1999. The fund is listed under Moderate Allocation category and is part of Putnam family. This fund at this time has accumulated 1.23 B in assets with minimum initial investment of 500. George Putnam Balanced C is currently producing year-to-date (YTD) return of 6.23% with the current yeild of 0.72%, while the total return for the last 3 years was 14.07%.

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Fund Instrument Allocation for George

The fund invests 58.03% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (32.32%), cash(6.67%) and various exotic instruments.

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Past Market

Performance

Over 30

Days

Out Of

100

Chance of

Bankruptcy

Less

Than

1 %

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George vs. American

Correlation analysis and fundamentals comparison between George Putnam Balanced C and American Funds Fund of

Correlation

Fundamentals

George Asset Under Management

George Putnam Balanced C is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Moderate Allocation category is currently estimated at about 780.63 Billion. George adds roughly 1.23 Billion in net asset claiming only tiny portion of funds under Moderate Allocation category.

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