George Putnam Fund Quote

PGEYX Fund  USD 27.15  0.08  0.30%   

Performance

18 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
George Putnam is trading at 27.15 as of the 10th of November 2024; that is 0.30 percent up since the beginning of the trading day. The fund's open price was 27.07. George Putnam has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for George Putnam Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of October 2024 and ending today, the 10th of November 2024. Click here to learn more.
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.. More on George Putnam Fund

Moving together with George Mutual Fund

  0.96PEYAX Putnam Equity IncomePairCorr
  0.92PFJAX Putnam High YieldPairCorr
  0.79PFRYX Putnam Floating RatePairCorr
  0.91PGFMX Putnam Global FinancialsPairCorr
  1.0PGELX George Putnam BalancedPairCorr

Moving against George Mutual Fund

  0.44PHSRX Putnam Global HealthPairCorr
  0.43PGHAX Putnam Global HealthPairCorr

George Mutual Fund Highlights

Fund ConcentrationPutnam Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Putnam, Large Blend, Allocation--50% to 70% Equity (View all Sectors)
Update Date30th of September 2024
George Putnam Fund [PGEYX] is traded in USA and was established 10th of November 2024. George Putnam is listed under Putnam category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Putnam family. This fund at this time has accumulated 1.25 B in assets with no minimum investment requirementsGeorge Putnam is currently producing year-to-date (YTD) return of 15.32% with the current yeild of 0.01%, while the total return for the last 3 years was 5.42%.
Check George Putnam Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on George Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding George Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as George Putnam Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top George Putnam Fund Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
ATVIActivision BlizzardStockCommunication Services
BACBank of AmericaStockFinancials
CCitigroupStockFinancials
GOOGLAlphabet Inc Class AStockCommunication Services
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
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George Putnam Top Holders

RELAXFundx Servative UpgraderMutual FundTactical Allocation
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George Putnam Risk Profiles

George Putnam Against Markets

Other Information on Investing in George Mutual Fund

George Putnam financial ratios help investors to determine whether George Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in George with respect to the benefits of owning George Putnam security.
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