George Putnam Fund Quote
| PGEMX Fund | USD 26.30 0.07 0.27% |
Performance8 of 100
| Odds Of DistressLess than 19
|
George Putnam is trading at 26.30 as of the 25th of November 2024; that is 0.27 percent up since the beginning of the trading day. The fund's open price was 26.23. George Putnam has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 26th of October 2024 and ending today, the 25th 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
| 0.94 | PEYAX | Putnam Equity Income | PairCorr |
| 0.75 | PFICX | Putnam Floating Rate | PairCorr |
| 0.9 | PFJAX | Putnam High Yield | PairCorr |
| 0.76 | PFLRX | Putnam Floating Rate | PairCorr |
| 0.74 | PFLLX | Putnam Floating Rate | PairCorr |
Moving against George Mutual Fund
George Mutual Fund Highlights
| Fund Concentration | Putnam Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Putnam (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of November 2019 |
| Fiscal Year End | July |
George Putnam Fund [PGEMX] is traded in USA and was established 25th 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 1.4 B in assets with no minimum investment requirementsGeorge Putnam is currently producing year-to-date (YTD) return of 16.58% with the current yeild of 0.01%, while the total return for the last 3 years was 4.89%.
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
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| ATVI | Activision Blizzard | Stock | Communication Services | |
| C | Citigroup | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PYPL | PayPal Holdings | Stock | Financials |
George Putnam Risk Profiles
| Mean Deviation | 0.3804 | |||
| Semi Deviation | 0.3923 | |||
| Standard Deviation | 0.5024 | |||
| Variance | 0.2524 |
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.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Bonds Directory Find actively traded corporate debentures issued by US companies |