Nasdaq - Delayed Quote USD

George Putnam Balanced Fund (PGEOX)

25.37
-0.31
(-1.21%)
At close: 8:04:50 PM EDT
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  • Previous Close 25.68
  • YTD Return -3.14%
  • Expense Ratio 0.93%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.03B
  • Beta (5Y Monthly) 0.98
  • Yield 1.98%
  • 5y Average Return --
  • Holdings Turnover 80.00%
  • Last Dividend 0.09
  • 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

2.03B

Net Assets

1994-03-31

Inception Date

More about George Putnam Balanced Fund

Performance Overview: PGEOX

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Trailing returns as of 5/20/2025. Category is Allocation--50% to 70% Equity.

YTD Return

PGEOX
3.14%
Category
9.69%
 

1-Year Return

PGEOX
8.98%
Category
27.06%
 

3-Year Return

PGEOX
8.97%
Category
11.00%
 

5-Year Return

PGEOX
9.40%
Category
10.26%
 

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POVSX Putnam International Equity A
29.02
-0.58%
 
PEYAX Putnam Large Cap Value Fund
35.27
-1.73%
 
PINCX Putnam Income A
4.9700
-0.60%
 
PNOPX Putnam Sustainable Leaders A
117.25
-1.68%
 
PEQUX Putnam Focused International Equity Fund
16.88
-0.24%
 
PNRAX Putnam Research A
51.86
-1.58%
 
PABAX Putnam Dynamic Asset Allocation Bal A
16.04
-1.11%
 
POGAX Putnam Large Cap Growth A
67.57
-1.44%
 
PHSTX Putnam Global Health Care A
53.61
-1.80%
 
PAEAX Putnam Dynamic Asset Allocation Gr A
19.99
-1.19%
 
PACAX Putnam Dynamic Asset Allocation Cnsrv A
10.64
-0.93%
 
PDINX Putnam Diversified Income Trust
4.9500
-0.40%
 
PGSIX Putnam Mortgage Securities A
7.59
-0.78%
 
PNGAX Putnam International Value A
15.65
-0.63%
 
PNVAX Putnam International Capital Opp A
45.29
-0.48%
 
PMVAX Putnam Sustainable Future A
19.52
-2.01%
 

Holdings: PGEOX

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Sector Weightings

SectorPGEOX
Technology   28.64%
Financial Services   14.99%
Healthcare   11.51%
Consumer Cyclical   10.21%
Communication Services   9.79%
Industrials   6.29%
Consumer Defensive   6.24%
Energy   4.00%
Utilities   3.02%
Basic Materials   2.82%
Real Estate   2.50%
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Recent News: PGEOX

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Research Reports: PGEOX

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