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George Putnam Balanced Fund

PGEMX:US
NASDAQ GM
17.15
USD
0.03
0.18%
As of 9:29 AM EDT 7/29/2016
Fund Type
Open-End Fund
52Wk Range
15.09 - 17.15
1 Yr Return
1.69%
YTD Return
5.63%
Previous Close
17.12
52Wk Range
15.09 - 17.15
1 Yr Return
1.69%
YTD Return
5.63%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 07/29/2016)
17.15
Total Assets (b USD) (on 06/30/2016)
1.199
Inception Date
12/01/1994
Last Dividend (on 05/25/2016)
0.032
Dividend Indicated Gross Yield
0.75%
Fund Managers
PAUL D SCANLON / AARON COOPER
Front Load Fee
3.50%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.75%
Current Mgmt Fee
0.52%
Expense Ratio
1.47%

Top Fund Holdings

Name Position Value % of Fund
39.19 k 40.86 m 3.30
33.02 k 33.02 m 2.66
29.62 k 30.04 m 2.42
251.13 k 27.37 m 2.21
24.21 k 24.35 m 1.96
27.87 k 21.26 m 1.71
379.55 k 20.96 m 1.69
13.00 k 14.15 m 1.14
13.29 k 13.33 m 1.08
21.73 k 12.90 m 1.04
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