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 0.66%, holding 727 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2013-12-02.

PGELX performance shows a YTD return of 7.68%. The 1-year return is 10.49% and the 5-year return is 8.59%. PGELX dividend yield stands at 1.62%.

PGELX top holdings include Apple, Inc (4.6%), Putnam Short Term Investment Fund (4.6%), Microsoft Corp (4.5%), Nvidia Corp (3.6%), Alphabet Inc (3.3%). 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.