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George Putnam Balanced Fund

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PGEMX:US
NASDAQ GM
15.39
USD
0.20
1.28%
As of 09:29:30 ET on 02/05/2016.
Fund Type
Open-End Fund
52Wk Range
15.30 - 17.21
1 Yr Return
-7.61%
YTD Return
-5.58%
Previous Close
15.59
52Wk Range
15.30 - 17.21
1 Yr Return
-7.94%
YTD Return
-5.58%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 02/05/2016)
15.39
Total Assets (b USD) (on 01/29/2016)
1.210
Inception Date
12/01/1994
Last Dividend (on 11/25/2015)
0.032
Dividend Indicated Gross Yield
0.83%
Fund Managers
KEVIN F MURPHY / 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
T 0 ¾ 03/31/18 33.02 k 32.79 m 2.59
T 2 11/30/20 31.37 k 31.74 m 2.51
T 1 ⅜ 09/30/18 29.62 k 29.82 m 2.36
Apple Inc 239.78 k 25.24 m 2.00
T 1 ⅛ 12/31/19 24.21 k 23.75 m 1.88
Alphabet Inc 28.30 k 21.48 m 1.70
Microsoft Corp 355.19 k 19.71 m 1.56
Wells Fargo & Co 290.69 k 15.80 m 1.25
L-3 Communications Holdings In 130.94 k 15.65 m 1.24
Amazon.com Inc 22.92 k 15.49 m 1.22
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