PGEOX Mutual Fund
NAV$29.33
AUM$1.0B
TER0.91%
Holdings727
PGEOX Mutual Fund
NAV$29.33
George Putnam Balanced Fund Class A
AUM$1.0B
TER0.91%
Holdings727
See inside every mutual fund you own
$29/moCancel anytime.
Showing 10 of 727 holdings(as of Jan 31, 2026)Top 10 Weight: 29.54%
PGEOX Mutual Fund Top Holdings
PGEOX holdings top 10 positions. The top 10 holdings account for 29.5% of the fund, led by Putnam Short Term Investment Fund at 4.9%, Nvidia Corp at 4.0%, Microsoft Corp 4.100 Feb 06 37 at 3.8%.
PGEOX portfolio concentration is well-diversified, with the top 10 representing 29.5% of total assets. The largest sector exposure is Financials at 24.3%.
PGEOX sector allocation provides a detailed breakdown. PGEOX overlap tool shows how holdings compare to other funds in your portfolio.