George Putnam Balanced C Profile

0.01  0.06%
Last 1 Month(s)
10 Days Price Trend

George Putnam Market Sensitivity

As returns on market increase, George Putnam returns are expected to increase less than the market. However during bear market, the loss on holding George Putnam will be expected to be smaller as well.
One Month Beta |Analyze George Putnam Demand Trend
Check current 30 days George Putnam correlation with market (NYSE)
β = 0.1413
George Putnam Small BetaGeorge Putnam Beta Legend

George Putnam Risk Profiles

Key Fundamentals

George Putnam Against Markets

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 Putnam Diversification Suggestion

Use George Putnam to enhance returns of your portfolios. The fund experiences normal upward fluctuation. Check odds of George Putnam to be traded at $17.55 in 30 days

George Putnam Daily Price Distribution

The median price of George Putnam for the period between Fri, Oct 30, 2015 and Sun, Nov 29, 2015 is 16.71 with a coefficient of variation of 0.74. The daily time series for the period is distributed with a sample standard deviation of 0.12, arithmetic mean of 16.7, and mean deviation of 0.09. 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 1.23 B in assets with minimum initial investment of 500. George Putnam Balanced C is currently producing year-to-date (YTD) return of -4.94% with the current yeild of 0.36%, while the total return for the last 3 years was 14.07%.

Fund Instrument Allocation for George Putnam

The fund invests 61.84% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (32.92%), cash(1.36%) and various exotic instruments.
Benchmark  Embed   Instrument Type 
Past Market
Performance (0 to 100)
Chance of
NameGeorge Putnam Balanced C
InstrumentUSA Fund
ExchangeNASDAQ Stock Exchange
IndustryModerate Allocation
Contact Number800 225 1581
Risk-adjusted AdviceStrong Hold Fairly Valued
CurrencyUSD - US Dollar

George Putnam Alerts

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 32.92% of its assets in bonds

George Putnam Research Report

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

George Putnam Pair Trading Analysis

Correlation analysis and pair trading evaluation for George Putnam and American Funds. 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
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George Putnam 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 959.23 Billion. George Putnam adds roughly 1.23 Billion in net asset claiming only tiny portion of funds under Moderate Allocation category.

George Putnam Fundamentals Correlation

George Putnam vs Competition

George Putnam November 29, 2015 Opportunity Range