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George Putnam Balanced Fund (PGEMX)
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9/21 12:03 PM
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26.22 - YTD Return 14.48%
- Expense Ratio 1.46%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 26.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 2.08B
- Beta (5Y Monthly) 0.98
- Yield 0.82%
- 5y Average Return --
- Holdings Turnover 80.00%
- Last Dividend 0.16
- Inception Date Mar 31, 1994
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
2.08B
Net Assets
1994-03-31
Inception Date
Performance Overview: PGEMX
View MoreTrailing returns as of 11/6/2024. Category is Allocation--50% to 70% Equity.
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Holdings: PGEMX
View MoreTop 9 Holdings (22.79% of Total Assets)
Sector Weightings
SectorPGEMX
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: PGEMX
View MoreResearch Reports: PGEMX
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