PGEBX Mutual Fund
NAV$25.25
TER1.71%
Holdings727
PGEBX Mutual Fund
NAV$25.25
George Putnam Balanced Fund Class B
TER1.71%
Holdings727
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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. View all PGEBX holdings, sector breakdown, or dividend history.
PGEBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGEBX alternatives are available via the screener, along with tax-loss harvesting opportunities.