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George Putnam Balanced Fund

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PGEMX:US
NASDAQ GM
16.29
USD
0.01
0.06%
As of 09:29:30 ET on 08/28/2015.
Fund Type
Open-End Fund
52Wk Range
15.54 - 17.21
1 Yr Return
0.14%
YTD Return
-1.93%
Previous Close
16.28
52Wk Range
15.54 - 17.21
1 Yr Return
0.14%
YTD Return
-1.93%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 08/28/2015)
16.29
Total Assets (b USD) (on 07/31/2015)
1.332
Inception Date
12/01/1994
Last Dividend (on 08/26/2015)
0.024
Dividend Indicated Gross Yield
0.59%
Fund Managers
KEVIN F MURPHY / AARON COOPER
Front Load Fee
3.50%
Back Load Fee
0.65%
Redemption Fee
0.00%
12b-1 Fee
0.75%
Current Mgmt Fee
0.52%
Expense Ratio
1.49%
Top Fund Holdings
Name Position Value % of Fund
T 0 ¾ 03/31/18 44.37 k 44.22 m 3.35
Putnam Short Term Investment F 37.75 m 37.75 m 2.86
Apple Inc 274.33 k 34.41 m 2.61
T 1 08/31/16 32.52 k 32.86 m 2.49
T 2 11/30/20 31.37 k 31.81 m 2.41
T 1 ⅜ 09/30/18 29.62 k 29.96 m 2.27
T 0 ¾ 10/31/17 16.50 k 16.51 m 1.25
T 1 ¾ 05/31/16 15.93 k 16.16 m 1.23
Google Inc 31.00 k 16.14 m 1.22
JPMorgan Chase & Co 232.35 k 15.74 m 1.19
Profile
George Putnam Balanced Fund is an open-end fund incorporated in the USA. The Fund's objective is to provide a balanced investment composed of both capital growth and current income. The Fund invests in a combination of bonds and U.S. value stocks with a greater focus on value stocks.
ADDRESS
Putnam Investments
One Post Office Square
Boston, MA 02109
PHONE
1-800-225-1581