MENU

PGEJX George Putnam Balanced R6 Forecast, Technical & Fundamental Analysis

The investment seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds which produce both capital growth and current income... Show more

Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Oracle Corp (NYSE:ORCL).

Industry description

The investment seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds which produce both capital growth and current income. The fund invests mainly in a combination of bonds and common stocks (growth or value stocks or both) 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.

Market Cap

The average market capitalization across the George Putnam Balanced R6 MF is 3.27T. The market cap for tickers in the group ranges from 713.69B to 5.43T. NVDA holds the highest valuation in this group at 5.43T. The lowest valued company is ORCL at 713.69B.

Volume

The average weekly volume growth across all stocks in the George Putnam Balanced R6 MF was 13%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 61
P/E Growth Rating: 52
Price Growth Rating: 34
SMR Rating: 23
Profit Risk Rating: 32
Seasonality Score: 45 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderate Allocation
Address
George Putnam Fund of BostonOne Post Office Sq Mailstop A 14Boston
Phone
N/A
Web
www.putnam.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SBIT55.345.92
+11.98%
ProShares UltraShort Bitcoin ETF
GSIE45.960.27
+0.59%
Goldman Sachs ActiveBeta® Intl Eq ETF
EAPR33.230.04
+0.12%
Innovator Em Mkts Pwr Bffr ETF - Apr
THW12.54-0.28
-2.18%
abrdn World Healthcare Fund
NVOH23.82-0.56
-2.32%
NOVO NORDISK A/S (B SHARES) ADRHEDGED

PGEJX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PGEJX has been closely correlated with RLBAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if PGEJX jumps, then RLBAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PGEJX
1D Price
Change %
PGEJX100%
N/A
RLBAX - PGEJX
89%
Closely correlated
N/A
CLBFX - PGEJX
89%
Closely correlated
N/A
CLBAX - PGEJX
89%
Closely correlated
N/A
RLBCX - PGEJX
89%
Closely correlated
N/A
RLBEX - PGEJX
89%
Closely correlated
N/A
More
George Putnam Balanced R6 (PGEJX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com