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 1.36%, holding 727 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1994-12-01.

PGEMX performance shows a YTD return of 7.15%. The 1-year return is 9.73% and the 5-year return is 7.80%. PGEMX dividend yield stands at 1.04%.

PGEMX 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 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.