George Putnam Balanced C Profile

  
$15.3
0.19  1.23%
Last 1 Month(s)
15.315.82
10 Days Price Trend

George Putnam Market Sensitivity

As returns on market increase, returns on owning George Putnam are expected to decrease at a much smaller rate. During bear market, George Putnam is likely to outperform the market.
One Month Beta |Analyze George Putnam Balanced Demand Trend
Check current 30 days George Putnam correlation with market (NYSE)
β = -0.1502
George Putnam Almost negative betaGeorge Putnam Balanced Beta Legend

George Putnam Balanced Risk Profiles

Key Fundamentals

George Putnam Against Markets

Manager

Aaron Cooper  Money Manager
Fund Manager since June 10, 2014
Paul Scanlon est coresponsable de lquipe des titres revenu fixe chez Putnam Investments . Paul a une exprience du placement depuis 1986 et il est entr chez Putnam en 1999....

George Putnam Diversification Suggestion

Use George Putnam to protect against small markets fluctuations. The fund experiences somewhat bearish sentiment, but market may correct it shortly. Check odds of George Putnam to be traded at $14.84 in 30 days

George Putnam Daily Price Distribution

The median price of George Putnam for the period between Sun, Jan 10, 2016 and Tue, Feb 9, 2016 is 15.62 with a coefficient of variation of 0.99. The daily time series for the period is distributed with a sample standard deviation of 0.16, arithmetic mean of 15.61, and mean deviation of 0.13. The Fund did not receive any noticable media coverage during the period.

George Putnam Summary

George Putnam Balanced C [PGPCX] is traded in USA and was established in July 26, 1999. The fund is listed under Moderate Allocation category and is part of Putnam family. This fund at this time has accumulated 1.27 B in assets with minimum initial investment of 500. George Putnam Balanced C is currently producing year-to-date (YTD) return of -3.78% with the current yeild of 0.42%, while the total return for the last 3 years was 14.07%.
Current Sentiment - PGPCX
George Putnam Balanced Investor Sentiment
Macroaxis portfolio users are evenly split in their perspective on investing in George Putnam Balanced C. What is your judgment towards investing in George Putnam Balanced C? Are you bullish or bearish?
Bullish
Bearish
50% Bullish
50% Bearish
George PutnamSkip  Hide
Current Ratings
George Putnam 30 Performance Scores
Past Market
Performance (0 to 100)
0
Chance of
2
NameGeorge Putnam Balanced C
InstrumentUSA Fund
ExchangeNASDAQ Stock Exchange
SectorPutnam
IndustryModerate Allocation
BenchmarkNYSE
Contact Number800 225 1581
Macroaxis AdviceHold Fairly Valued
CurrencyUSD - US Dollar
George Putnam Alerts
Equity Alerts and Improvement Suggestions
George Putnam generates negative expected return over the last 30 days
This fund has annual holdings turnover of about 130.0% suggesting active trading
George Putnam maintains roughly 33.35% of its assets in bonds
Research Report
Get George Putnam research report
Get George Putnam research report. Reports are available in pdf format and contain fundamental information about the equity. Click Research Report to view
Pair Trading
George Putnam Pair Trading Analysis
Correlation analysis and pair trading evaluation for George Putnam and American Funds Fund. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
Run Pair Correlation  
Opportunities
Explore Investment Opportunities
Build portfolios using Macroaxis predefined set of investing ideas. Macroaxis investing idea could easily outperform a given market if properly optimized
Explore Investing Ideas