Macroaxis: Personalized Investing

Personalized Investing and

Digital Wealth Optimization

RIDEX    RIDGX    RIDAX    CIMAX    Benchmark  United States  NYSE  11,193   1.455  0.013% 


Processing
Collecting data for PGPCX

George Putnam Balanced C  

    
$17.33
Change

0.03

  

0.17%

Last 1 Month(s)
16.9617.33
10 Days Price Trend
 
Highest Price  
Lowest Price  
April 24, 2015 
March 26, 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 Risk Profiles

Mean Deviation0.2529
Standard Deviation0.3259
Variance0.1062
Risk Adjusted Performance0.1202
SymbolPGPCX
NameGeorge Putnam Balanced C
InstrumentUSA Fund
SectorPutnam
IndustryModerate Allocation
BenchmarkNYSE
Contact Number800 225 1581
CurrencyUSD - US Dollar
ExchangeNASDAQ Stock Exchange
Net Asset1.37 B
Last Dividend Paid0.02

George agains markets

 United States Nasdaq   0.71 % Macroaxis: 0.71 Moved Up  
 
 United States SP 500   0.23 % Macroaxis: 0.23 Moved Up  
 
 thisGreen PGPCX PGPCX agains markets  0.17 % Macroaxis: 0.17 Moved Up  
 
 United States NYSE   0.01 % Macroaxis: 0.013 Moved Up  
 
 United States Russel   0.31 % Macroaxis: 0.3146 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 enhance returns of your portfolios. The fund experiences normal upward fluctuation. Check odds of George to be traded at $18.2 in 30 days

George Price and Market Media

The median price of George for the period between Wed, Mar 25, 2015 and Fri, Apr 24, 2015 is 17.2 with a coefficient of variation of 0.63. The daily time series for the period is distributed with a sample standard deviation of 0.11, arithmetic mean of 17.16, and mean deviation of 0.09. The Fund did not receive any noticable media coverage during the period.
George Value 
Benchmark  Embed   Timeline 

George 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 1.37 B in assets with minimum initial investment of 500. George Putnam Balanced C is currently producing year-to-date (YTD) return of 1.7% with the current yeild of 0.51%, while the total return for the last 3 years was 14.07%.

Fund Instrument Allocation for George

The fund invests 63.05% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (32.13%), cash(3.71%) and various exotic instruments.
Value  
Benchmark  Embed   Instrument Type 

George Alerts

The fund generated five year return of -3.0%
George Putnam Balanced C maintains about 32.13% of its assets in bonds

George Research Report

Get George research report. Reports are available in pdf format and contain fundamental information about the equity. Click Generate George report to view

George Pair Trading Analysis

Correlation analysis and pair trading evaluation for George and American Funds Income. 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  

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Macroaxis investing theme could easily outperform a given market if properly optimized
Explore Investing Ideas  

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 988.22 Billion. George adds roughly 1.37 Billion in net asset claiming only tiny portion of funds under Moderate Allocation category.

George Fundamentals Correlation

Year to Date Return vs Holdings Turnover
Five Year Return vs Equity Positions Weight
Year to Date Return vs Price to Sales

George vs Competition

George vs. American Funds Income Fund of Amer R4
George vs. American Funds Income Fund of Amer R6
George vs. American Funds Inc Fund of Amer R1
George vs. American Funds Inc Fund of Amer 529A
George vs. American Funds Inc Fund of Amer B
George vs. American Funds Income Fund of Amer F2
George vs. American Funds Income Fund of Amer R3
George vs. American Funds Income Fund of Amer 529B
George vs. American Funds Inc Fund of Amer C
George vs. American Funds Income Fund of Amer 529F1

George April 24, 2015 Opportunity Range

Information Ratio(0.12)
Maximum Drawdown1.4
Value At Risk(0.47)