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Benchmark  United States  NYSE  10,890   58.626 Index Moved Up 0.54%  

Collecting data for PGPCX

George Putnam Balanced C George Putnam Balanced C




Last 1 Month(s)
5 Days Price Trend
Highest Price  
Lowest Price  
November 26, 2014 
December 16, 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
George Putnam Balanced C
USA Fund
Moderate Allocation
Benchmark NYSE
Contact Number: 800. 225. 1581
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
Net Asset1.35 B
Last Dividend Paid0.02
 United States NYSE   0.54 % Macroaxis: 0.54 Moved Up  
 United States SP 500   0.46 % Macroaxis: 0.46 Moved Up  
 United States Nasdaq   0.36 % Macroaxis: 0.36 Moved Up  
 thisGreen PGPCX PGPCX agains markets  0.36 % Macroaxis: 0.36 Moved Up  
 United States Russel   0.32 % Macroaxis: 0.32 Moved Up  
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 $17.67 in 30 days

George Price and Market Media

The median price of George for the period between Wed, Nov 19, 2014 and Fri, Dec 19, 2014 is 16.77 with a coefficient of variation of 0.92. The daily time series for the period is distributed with a sample standard deviation of 0.15, arithmetic mean of 16.7, and mean deviation of 0.12. The Fund did not receive any noticable media coverage during the period.
George Value
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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 1.35 B in assets with minimum initial investment of 500. George Putnam Balanced C is currently producing year-to-date (YTD) return of 10.02% 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.
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Over 30
Out Of

George Alerts

On November 25, 2014 George paid $ 0.015 per share dividend to its current shareholders
The fund generated five year return of -3.0%
George Putnam Balanced C maintains about 32.18% of its assets in bonds

George Dividends

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

George Fundamentals

George vs Competition

George December 19, 2014 Opportunity Range



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