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PGEOX George Putnam Balanced A 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

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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 A MF is 3.13T. The market cap for tickers in the group ranges from 374.09B to 4.86T. NVDA holds the highest valuation in this group at 4.86T. The lowest valued company is ORCL at 374.09B.

Volume

The average weekly volume growth across all stocks in the George Putnam Balanced A MF was 69%. For the same stocks of the MF, the average monthly volume growth was 35% and the average quarterly volume growth was -28%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 77
Price Growth Rating: 41
SMR Rating: 22
Profit Risk Rating: 40
Seasonality Score: -39 (-100 ... +100)
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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
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PGEOX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PGEOX
1D Price
Change %
PGEOX100%
+0.24%
CLBAX - PGEOX
89%
Closely correlated
+0.17%
BALCX - PGEOX
89%
Closely correlated
+0.18%
CLBCX - PGEOX
88%
Closely correlated
+0.17%
BALFX - PGEOX
87%
Closely correlated
+0.17%
RLBBX - PGEOX
58%
Loosely correlated
+0.18%
More
George Putnam Balanced A (PGEOX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com