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 0.86%, holding 727 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1937-11-05.

PGEOX performance shows a YTD return of 7.53%. The 1-year return is 10.28% and the 5-year return is 8.33%. PGEOX dividend yield stands at 1.46%.

PGEOX 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 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.