PGEJX Mutual Fund
PGEJX Mutual Fund
George Putnam Balanced Fund Class R6
PGEJX Mutual Fund Overview
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, Other. Inception date: 2013-12-02.
PGEJX performance shows a YTD return of 7.49%. The 1-year return is 17.17% and the 5-year return is 9.21%. PGEJX dividend yield stands at 1.66%, paid quarterly.
PGEJX top holdings include Putnam Short Term Investment Fund (4.9%), Nvidia Corp (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.8%), 'alphabet Inc., Class 'a'' (3.6%), Apple Inc (3.0%). View all PGEJX holdings, sector breakdown, or dividend history.
PGEJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGEJX alternatives are available via the screener, along with tax-loss harvesting opportunities.