PGEJX Mutual Fund

PGEJX Mutual Fund (George Putnam Balanced Fund Class R6) is managed by Putnam Investments. PGEJX expense ratio is 0.60%, holding 727 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2013-12-02.

PGEJX performance shows a YTD return of 7.37%. The 1-year return is 15.35% and the 5-year return is 8.77%. PGEJX dividend yield stands at 1.72%, paid quarterly.

PGEJX top holdings include Putnam Short Term Investment Fund (4.9%), Nvidia Corp. (4.0%), Microsoft Corp (3.8%), Alphabet Inc Common Stock USD 0.001 (3.6%), Apple, Inc (3.0%). Go to all PGEJX holdings, PGEJX sectors, or PGEJX dividends.

PGEJX can be compared against other funds. Use PGEJX overlap to find shared positions, or PGEJX vs another fund for a side-by-side view. PGEJX alternatives are available via the screener, along with tax-loss harvesting opportunities.