PGPRX Mutual Fund

PGPRX Mutual Fund (George Putnam Balanced Fund Class R) is managed by Putnam Investments with $926,345.08 in net assets. PGPRX expense ratio is 1.12%, holding 727 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2003-01-21.

PGPRX performance shows a YTD return of 7.32%. The 1-year return is 9.99% and the 5-year return is 7.94%. PGPRX dividend yield stands at 1.33%.

PGPRX 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 PGPRX holdings, PGPRX sectors, or PGPRX dividends.

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