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AMEFX RIDEX RIDGX RIDAX 
Benchmark  United States  NYSE  10,658   45.423 Index Moved Down -0.42%  


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Collecting data for PGPCX

George Putnam Balanced C

   
$16.26
Change0.050.31%
Last 1 Month(s)
16.2216.47
5 Days Price Trend
 
Highest Price  
Lowest Price  
September 19, 2014 
September 25, 2014 

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
PGPCX
George Putnam Balanced C
USA Fund
Putnam
Moderate Allocation
Benchmark NYSE
Contact Number: 800. 225. 1581
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
 
Net Asset1.3 B
Last Dividend Paid0.03
 thisRed PGPCX PGPCX agains markets  0.31 % Macroaxis: 0.31 Moved Down  
 
 United States Russel   0.35 % Macroaxis: 0.35 Moved Down  
 
 United States NYSE   0.42 % Macroaxis: 0.42 Moved Down  
 
 United States SP 500   0.52 % Macroaxis: 0.52 Moved Down  
 
 United States Nasdaq   0.77 % Macroaxis: 0.77 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 and little activity. Check odds of George to be traded at $16.1 in 30 days

George Price and Market Media

The median price of George for the period between Mon, Sep 1, 2014 and Wed, Oct 1, 2014 is 16.39 with a coefficient of variation of 0.44. The daily time series for the period is distributed with a sample standard deviation of 0.07, arithmetic mean of 16.37, and mean deviation of 0.06. The Fund did not receive any noticable media coverage during the period.
George Value
 
Change 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 1.3 B in assets with minimum initial investment of 500. George Putnam Balanced C is currently producing year-to-date (YTD) return of 7.5% with the current yeild of 0.66%, while the total return for the last 3 years was 14.07%.

Fund Instrument Allocation for George

The fund invests 63.8% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (32.32%), cash(2.95%) and various exotic instruments.
Over 30
Days
0
Out Of
100
 
Less
Than
1
%
 

George Alerts

George generates negative expected return over the last 30 days
The fund generated five year return of -3.0%
George Putnam Balanced C maintains about 32.32% of its assets in bonds

George Research Report

Get George research report. Reports are available in pdf format. Click Generate Report to view
  
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George Pair Trading Analysis

Correlation analysis and pair trading evaluation for George and American Funds Fund of
  

Explore Investment Opportunities

Investing ideals could easily outperform a given market if properly optimized

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 939.7 Billion. George adds roughly 1.3 Billion in net asset claiming only tiny portion of funds under Moderate Allocation category.

George Fundamentals

Annual Yield vs One Year Return
Holdings Turnover vs Equity Positions Weight
Annual Yield vs Price to Book
Price to Sales vs Equity Positions Weight

George vs Competition

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

George October 1, 2014 Opportunity Range

Information Ratio0.2621
Maximum Drawdown1.59
Value At Risk(0.67)
Potential Upside0.5521

 

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