PGEMX Mutual Fund

PGEMX Mutual Fund (George Putnam Balanced Fund Class M) is managed by Putnam Investments with $68.7M in net assets. PGEMX expense ratio is 1.41%, holding 727 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1994-12-01.

PGEMX performance shows a YTD return of 6.89%. The 1-year return is 14.41% and the 5-year return is 7.89%. PGEMX dividend yield stands at 1.04%, paid quarterly.

PGEMX 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 PGEMX holdings, PGEMX sectors, or PGEMX dividends.

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