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George Putnam Balanced Fund (PGEYX)
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9/21 12:03 PM
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26.67 - YTD Return 16.81%
- Expense Ratio 0.71%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 26.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 2.11B
- Beta (5Y Monthly) 1.00
- Yield 1.44%
- 5y Average Return --
- Holdings Turnover 80.00%
- Last Dividend 0.29
- Inception Date Dec 2, 2013
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
2013-12-02
Inception Date
Performance Overview: PGEYX
View MoreTrailing returns as of 10/15/2024. Category is Allocation--50% to 70% Equity.
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Holdings: PGEYX
View MoreTop 9 Holdings (22.34% of Total Assets)
Sector Weightings
SectorPGEYX
Technology 30.64%
Healthcare 12.68%
Financial Services 12.10%
Consumer Cyclical 11.12%
Communication Services 8.84%
Industrials 6.68%
Consumer Defensive 6.55%
Energy 4.07%
Basic Materials 3.23%
Utilities 2.85%
Real Estate 1.24%
Recent News: PGEYX
View MoreResearch Reports: PGEYX
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