PGELX Mutual Fund

PGELX Mutual Fund (George Putnam Balanced Fund Class R5) is managed by Putnam Investments with $15,419.8 in net assets. PGELX expense ratio is 0.69%, holding 727 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2013-12-02.

PGELX performance shows a YTD return of 7.32%. The 1-year return is 15.28% and the 5-year return is 8.69%. PGELX dividend yield stands at 1.62%, paid quarterly.

PGELX 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 PGELX holdings, PGELX sectors, or PGELX dividends.

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