PGEYX Mutual Fund

PGEYX Mutual Fund (George Putnam Balanced Fund Class Y) is managed by Putnam Investments with $88.9M in net assets. PGEYX expense ratio is 0.61%, holding 727 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1994-03-31.

PGEYX performance shows a YTD return of 7.72%. The 1-year return is 10.54% and the 5-year return is 8.48%. PGEYX dividend yield stands at 1.67%.

PGEYX 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 PGEYX holdings, PGEYX sectors, or PGEYX dividends.

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