PGPRX Mutual Fund

PGPRX Mutual Fund (George Putnam Balanced Fund Class R) is managed by Putnam Investments with $926,345.08 in net assets. PGPRX expense ratio is 1.16%, holding 808 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2003-01-21.

PGPRX performance shows a YTD return of 7.91%. The 1-year return is 8.48% and the 5-year return is 7.59%. PGPRX dividend yield stands at 1.29%, paid quarterly.

PGPRX top holdings include Putnam Short Term Investment Fund (8.3%), Putnam Us Research Fund (4.8%), Apple Inc (4.1%), Microsoft Corp (3.8%), Nvidia Corp (3.8%). Go to all PGPRX holdings, PGPRX sectors, or PGPRX dividends.

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