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Nasdaq - Delayed Quote USD

George Putnam Balanced Fund (PGEBX)

25.23
-0.02
(-0.08%)
At close: 8:06:57 AM EDT
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  • Previous Close 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

More about George Putnam Balanced Fund

Performance Overview: PGEBX

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Trailing returns as of 9/4/2024. Category is Allocation--50% to 70% Equity.

YTD Return

PGEBX
13.47%
Category
9.69%
 

1-Year Return

PGEBX
20.22%
Category
27.06%
 

3-Year Return

PGEBX
4.48%
Category
11.00%
 

5-Year Return

PGEBX
9.24%
Category
10.26%
 

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POVBX Putnam International Equity B
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PEQBX Putnam Focused International Equity Fund
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PNCBX Putnam Income B
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PGNBX Putnam International Value Fund
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POGBX Putnam Large Cap Growth B
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PHSBX Putnam Global Health Care B
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PNOBX Putnam Sustainable Leaders B
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PGEMX George Putnam Balanced Fund
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PSIBX Putnam Diversified Income B
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PGIIX Polen Global Growth Fund
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PRFBX Putnam Research B
46.44
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PVNBX Putnam International Capital Opp B
42.15
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PCNBX Putnam Convertible Securities B
23.40
-0.17%
 
PSLBX Putnam Small Cap Value B
11.25
-0.44%
 

Holdings: PGEBX

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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%
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Recent News: PGEBX

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Research Reports: PGEBX

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