PGPCX Mutual Fund

PGPCX Mutual Fund (George Putnam Balanced Fund Class C) is managed by Putnam Investments with $53.5M in net assets. PGPCX expense ratio is 1.61%, holding 727 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1999-07-26.

PGPCX performance shows a YTD return of 6.91%. The 1-year return is 9.43% and the 5-year return is 7.40%. PGPCX dividend yield stands at 0.82%.

PGPCX 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 PGPCX holdings, PGPCX sectors, or PGPCX dividends.

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