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Benchmark  United States  NYSE  10,788   71.013 Index Moved Down -0.65%  

Collecting data for PGPCX

George Putnam Balanced C George Putnam Balanced C




Last 1 Month(s)
5 Days Price Trend
Highest Price  
Lowest Price  
December 29, 2014 
January 15, 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
ExchangeTraded on NASDAQ Stock Exchange

George key fundamentals

Net Asset1.35 B
Last Dividend Paid0.02

George agains markets

 United States Nasdaq   0.16 % Macroaxis: 0.16 Moved Up  
 United States Russel   0.12 % Macroaxis: 0.12 Moved Down  
 thisRed PGPCX PGPCX agains markets  0.12 % Macroaxis: 0.12 Moved Down  
 United States SP 500   0.55 % Macroaxis: 0.55 Moved Down  
 United States NYSE   0.65 % Macroaxis: 0.65 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 $16.66 in 30 days
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 1.35 B in assets with minimum initial investment of 500. George Putnam Balanced C is currently producing year-to-date (YTD) return of 9.69% with the current yeild of 0.58%, while the total return for the last 3 years was 14.07%.

Fund Instrument Allocation for George

The fund invests 63.46% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (32.18%), cash(3.27%) and various exotic instruments.
Change Benchmark  Embed   Instrument Type 
Over 30
Out Of

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 32.18% of its assets in bonds

George Research Report

Get George research report. Reports are available in pdf format. Click Generate George report to view

George Pair Trading Analysis

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

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 978.95 Billion. George adds roughly 1.35 Billion in net asset claiming only tiny portion of funds under Moderate Allocation category.

George Fundamentals

Ten Year Return vs Last Dividend Paid
Minimum Initial Investment vs One Year Return
Ten Year Return vs Year to Date Return

George vs Competition

George vs. American Funds Income Fund of Amer F2
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 Income Fund of Amer R3
George vs. American Funds Inc Fund of Amer 529A
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 vs. American Funds Inc Fund of Amer B

George January 25, 2015 Opportunity Range

Information Ratio0.0612
Maximum Drawdown1.8
Value At Risk(0.66)



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