Notable companies
The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), 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 R5 MF is 2.13T. The market cap for tickers in the group ranges from 344.88B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is ORCL at 344.88B.
Volume
The average weekly volume growth across all stocks in the George Putnam Balanced R5 MF was 18%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -40%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 76
P/E Growth Rating: 57
Price Growth Rating: 22
SMR Rating: 22
Profit Risk Rating: 11
Seasonality Score: -31 (-100 ... +100)