George Putnam Fund Quote
| PGEYX Fund | USD 26.33 0.10 0.38% |
Performance2 of 100
| Odds Of DistressLess than 22
|
George Putnam is trading at 26.33 as of the 31st of January 2025; that is 0.38 percent up since the beginning of the trading day. The fund's open price was 26.23. George Putnam has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. 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
George Mutual Fund Highlights
| Fund Concentration | Putnam 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 Date | 31st of December 2024 |
George Putnam Fund [PGEYX] is traded in USA and was established 31st of January 2025. 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 2.8% with the current yeild of 0.02%, while the total return for the last 3 years was 8.78%.
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 | |
| BAC | Bank of America | Stock | Financials | |
| C | Citigroup | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
George Putnam Top Holders
| RELAX | Fundx Servative Upgrader | Mutual Fund | Tactical Allocation |
George Putnam Risk Profiles
| Mean Deviation | 0.4747 | |||
| Semi Deviation | 0.7323 | |||
| Standard Deviation | 0.6599 | |||
| Variance | 0.4355 |
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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