PGEOX Mutual Fund

PGEOX Mutual Fund (George Putnam Balanced Fund Class A) is managed by Putnam Investments with $1.02B in net assets. PGEOX expense ratio is 0.91%, holding 727 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1937-11-05.

PGEOX performance shows a YTD return of 7.19%. The 1-year return is 15.02% and the 5-year return is 8.31%. PGEOX dividend yield stands at 1.44%, paid quarterly.

PGEOX top holdings include Putnam Short Term Investment Fund (4.9%), Nvidia Corp. (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.8%), Alphabet A Usd 0.001 (3.6%), Apple, Inc (3.0%). Go to all PGEOX holdings, PGEOX sectors, or PGEOX dividends.

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