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AMEFX RIDEX RIDGX RIDAX 
Benchmark  United States  NYSE  10,990   34.493 Index Moved Down -0.31%  


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Collecting data for PGPCX

George Putnam Balanced C

   
$16.47
Change0.020.12%
Last 1 Month(s)
16.3116.47
5 Days Price Trend
 
Highest Price  
Lowest Price  
September 19, 2014 
September 15, 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
 thisGreen PGPCX PGPCX agains markets  0.12 % Macroaxis: 0.12 Moved Up  
 
 United States SP 500   0.05 % Macroaxis: 0.05 Moved Down  
 
 United States Nasdaq   0.30 % Macroaxis: 0.3 Moved Down  
 
 United States NYSE   0.31 % Macroaxis: 0.31 Moved Down  
 
 United States Russel   1.07 % Macroaxis: change 1.07 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 $17.29 in 30 days

George Price and Market Media

The median price of George for the period between Thu, Aug 21, 2014 and Sat, Sep 20, 2014 is 16.43 with a coefficient of variation of 0.27. The daily time series for the period is distributed with a sample standard deviation of 0.04, arithmetic mean of 16.42, and mean deviation of 0.04. 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
5
Out Of
100
 
Less
Than
1
%
 

George Alerts

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

  
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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

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

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 September 20, 2014 Opportunity Range

Information Ratio0.0217
Maximum Drawdown0.8532
Value At Risk(0.43)
Potential Upside0.3663

 

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