George Putnam Profile

USD 0.06  0.35%
Last 1 Month(s)

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 Balanced Demand Trend
Check current 30 days George Putnam correlation with market (NYSE)
β = 0.572
George Putnam Small BetaGeorge Putnam Balanced Beta Legend

George Putnam Balanced Risk Profiles

Key Fundamentals

George Putnam Against Markets

Fund Manager

Aaron Cooper  Money Manager
Fund Manager since June 10, 2014

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 $18.11 in 30 days

George Putnam Daily Price Distribution

The median price of George Putnam for the period between Mon, Sep 26, 2016 and Wed, Oct 26, 2016 is 17.22 with a coefficient of variation of 0.36. The daily time series for the period is distributed with a sample standard deviation of 0.06, arithmetic mean of 17.21, and mean deviation of 0.05. 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 Allocation--50% to 70% Equity 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 5.59% with the current yeild of 0.51%, while the total return for the last 3 years was 14.07%.
Current Ratings
George Putnam 30 Performance Scores
Past Market
Performance (0 to 100)
Chance of
NameGeorge Putnam Balanced C
InstrumentUSA Fund
ExchangeNASDAQ Stock Exchange
IndustryAllocation--50% to 70% Equity
Contact Number800 225 1581
Macroaxis Advice
CurrencyUSD - US Dollar
George Putnam Alerts
Equity Alerts and Improvement Suggestions
George Putnam Balanced C has annual holdings turnover of about 130.0% suggesting active trading
This fund maintains roughly 35.23% of its assets in bonds
Explore Investment Opportunities
Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Investing Ideas  
Pair Trading
George Putnam Pair Trading Analysis
Correlation analysis and pair trading evaluation for George Putnam and American Funds American. 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