George Putnam Financial Statements From 2010 to 2024

PGPCX Fund  USD 24.26  0.10  0.41%   
George Putnam financial statements provide useful quarterly and yearly information to potential George Putnam Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on George Putnam financial statements helps investors assess George Putnam's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting George Putnam's valuation are summarized below:
George Putnam Fund does not presently have any fundamental trends for analysis.
Check George Putnam financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among George main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . George financial statements analysis is a perfect complement when working with George Putnam Valuation or Volatility modules.
  
This module can also supplement various George Putnam Technical models . Check out the analysis of George Putnam Correlation against competitors.

George One Year Return Analysis

George Putnam's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current George Putnam One Year Return

    
  23.06 %  
Most of George Putnam's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, George Putnam Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

George Putnam One Year Return Component Assessment

Based on the recorded statements, George Putnam Fund has an One Year Return of 23.0617%. This is 43.15% higher than that of the Putnam family and significantly higher than that of the Family category. The one year return for all United States funds is notably lower than that of the firm.

George Putnam Fund Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining George Putnam's current stock value. Our valuation model uses many indicators to compare George Putnam value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across George Putnam competition to find correlations between indicators driving George Putnam's intrinsic value. More Info.
George Putnam Fund is rated top fund in three year return among similar funds. It is rated top fund in price to book among similar funds fabricating about  0.43  of Price To Book per Three Year Return. The ratio of Three Year Return to Price To Book for George Putnam Fund is roughly  2.35 . Comparative valuation analysis is a catch-all model that can be used if you cannot value George Putnam by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for George Putnam's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the George Putnam's earnings, one of the primary drivers of an investment's value.

About George Putnam Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include George Putnam income statement, its balance sheet, and the statement of cash flows. George Putnam investors use historical funamental indicators, such as George Putnam's revenue or net income, to determine how well the company is positioned to perform in the future. Although George Putnam investors may use each financial statement separately, they are all related. The changes in George Putnam's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on George Putnam's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on George Putnam Financial Statements. Understanding these patterns can help to make the right decision on long term investment in George Putnam. Please read more on our technical analysis and fundamental analysis pages.
The fund invests mainly in a combination of bonds and common stocks of large U.S. companies, with a greater focus on common stocks. For example, the managers may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards George Putnam in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, George Putnam's short interest history, or implied volatility extrapolated from George Putnam options trading.

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Check out the analysis of George Putnam Correlation against competitors.
Note that the George Putnam Fund information on this page should be used as a complementary analysis to other George Putnam's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the CEOs Directory module to screen CEOs from public companies around the world.

Complementary Tools for George Mutual Fund analysis

When running George Putnam's price analysis, check to measure George Putnam's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy George Putnam is operating at the current time. Most of George Putnam's value examination focuses on studying past and present price action to predict the probability of George Putnam's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move George Putnam's price. Additionally, you may evaluate how the addition of George Putnam to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between George Putnam's value and its price as these two are different measures arrived at by different means. Investors typically determine if George Putnam is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, George Putnam's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.