PGEBX Mutual Fund

PGEBX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.71%
Dividend Yield (Current)
0.43%
Holdings
727
Inception Date
Apr 27, 1992
Fund Family
Putnam Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+13.47%
1 Year+20.22%
3 Year+3.77%
5 Year+8.53%
10 Year+7.42%

Asset Allocation

Stocks: 58.22%
Bonds: 36.70%
Cash: 4.73%
Other: 0.35%
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Dividend Summary

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Dividend Yield (Current)
0.43%
Frequency
Quarterly
Latest Distribution
$1.69
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PGEBX Mutual Fund Overview

PGEBX Mutual Fund (George Putnam Balanced Fund Class B) is managed by Putnam Investments. PGEBX expense ratio is 1.71%, holding 727 positions across various sectors. Inception date: 1992-04-27.

PGEBX performance shows a YTD return of 13.47%. The 1-year return is 20.22% and the 5-year return is 8.53%. PGEBX dividend yield stands at 0.43%, paid quarterly.

PGEBX top holdings include a diversified portfolio. Go to all PGEBX holdings, PGEBX sectors, or PGEBX dividends.

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