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George Putnam Balanced Fund (PGEBX)
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9/21 12:03 PM
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25.25 - YTD Return 13.47%
- Expense Ratio 1.71%
- Category Allocation--50% to 70% Equity
- Last Cap Gain --
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 2.11B
- Beta (5Y Monthly) 1.00
- Yield 0.42%
- 5y Average Return --
- Holdings Turnover 80.00%
- Last Dividend 0.08
- Inception Date Jan 21, 2003
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.
Franklin Templeton Investments
Fund Family
Allocation--50% to 70% Equity
Fund Category
2.11B
Net Assets
2003-01-21
Inception Date
Performance Overview: PGEBX
View MoreTrailing returns as of 9/4/2024. Category is Allocation--50% to 70% Equity.
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PGEOX George Putnam Balanced Fund
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PEQNX Putnam Large Cap Value Fund
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POVBX Putnam International Equity B
25.77
+0.23%
PEQBX Putnam Focused International Equity Fund
13.06
+0.31%
PNCBX Putnam Income B
5.34
+0.19%
PGNBX Putnam International Value Fund
14.78
+0.68%
POGBX Putnam Large Cap Growth B
48.10
+0.10%
PHSBX Putnam Global Health Care B
22.76
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PNOBX Putnam Sustainable Leaders B
78.08
-0.31%
PGEMX George Putnam Balanced Fund
25.98
-0.92%
PSIBX Putnam Diversified Income B
5.53
+0.18%
PGIIX Polen Global Growth Fund
27.31
-2.25%
PVNBX Putnam International Capital Opp B
42.15
+0.55%
PRFBX Putnam Research B
46.44
-0.26%
PCNBX Putnam Convertible Securities B
23.40
-0.17%
PSLBX Putnam Small Cap Value B
11.25
-0.44%
Holdings: PGEBX
View MoreTop 9 Holdings (22.79% of Total Assets)
Sector Weightings
SectorPGEBX
Technology 31.26%
Healthcare 12.12%
Financial Services 11.99%
Consumer Cyclical 11.51%
Communication Services 8.92%
Industrials 6.65%
Consumer Defensive 6.44%
Energy 3.69%
Basic Materials 3.28%
Utilities 2.92%
Real Estate 1.22%
Recent News: PGEBX
View MoreResearch Reports: PGEBX
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