Error: Could not add to watchlist. X
+ Watchlist

George Putnam Balanced Fund

PGEOX:US
NASDAQ GM
16.56
USD
0.37
2.19%
As of 9:29 AM EDT 6/24/2016
Fund Type
Open-End Fund
52Wk Range
15.30 - 17.36
1 Yr Return
-2.48%
YTD Return
0.94%
Previous Close
16.93
52Wk Range
15.30 - 17.36
1 Yr Return
-2.88%
YTD Return
0.94%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 06/24/2016)
16.56
Total Assets (b USD) (on 05/31/2016)
1.231
Inception Date
11/05/1937
Last Dividend (on 05/25/2016)
0.052
Dividend Indicated Gross Yield
1.26%
Fund Managers
PAUL D SCANLON / AARON COOPER
Front Load Fee
5.75%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.52%
Expense Ratio
0.97%

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