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George Putnam Balanced R (PGPRX)

23.93
-0.02
(-0.08%)
At close: 8:06:58 AM EDT
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  • Previous Close 23.95
  • YTD Return -2.77%
  • Expense Ratio 1.18%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 26.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2.05B
  • Beta (5Y Monthly) 0.99
  • Yield 1.74%
  • 5y Average Return --
  • Holdings Turnover 80.00%
  • Last Dividend 0.08
  • Inception Date Nov 5, 1937

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

2.05B

Net Assets

1937-11-05

Inception Date

More about George Putnam Balanced R

Performance Overview: PGPRX

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Trailing returns as of 4/14/2025. Category is Allocation--50% to 70% Equity.

YTD Return

PGPRX
2.77%
Category
9.69%
 

1-Year Return

PGPRX
5.40%
Category
27.06%
 

3-Year Return

PGPRX
6.42%
Category
11.00%
 

5-Year Return

PGPRX
10.99%
Category
10.26%
 

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Holdings: PGPRX

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Sector Weightings

SectorPGPRX
Technology   30.43%
Financial Services   13.95%
Consumer Cyclical   11.93%
Healthcare   11.49%
Communication Services   9.89%
Consumer Defensive   5.77%
Industrials   5.75%
Energy   3.50%
Basic Materials   3.25%
Utilities   2.64%
Real Estate   1.38%
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Recent News: PGPRX

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Research Reports: PGPRX

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