Error: Could not add to watchlist. X
+ Watchlist

George Putnam Balanced Fund

PGPRX:US
NASDAQ GM
17.29
USD
0.07
0.40%
As of 9:29 AM EDT 8/26/2016
Fund Type
Open-End Fund
52Wk Range
15.25 - 17.47
1 Yr Return
6.06%
YTD Return
5.81%
Previous Close
17.36
52Wk Range
15.25 - 17.47
1 Yr Return
7.83%
YTD Return
5.81%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 08/26/2016)
17.29
Total Assets (b USD) (on 07/29/2016)
1.228
Inception Date
01/21/2003
Last Dividend (on 08/26/2016)
0.044
Dividend Indicated Gross Yield
1.02%
Fund Managers
PAUL D SCANLON / AARON COOPER
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.50%
Current Mgmt Fee
0.52%
Expense Ratio
1.22%

Top Fund Holdings

Name Position Value % of Fund
44.66 k 46.74 m 3.90
29.62 k 30.22 m 2.52
24.21 k 24.47 m 2.04
23.90 k 24.01 m 2.00
229.15 k 21.91 m 1.83
26.47 k 18.62 m 1.55
321.68 k 16.46 m 1.37
144.39 k 15.30 m 1.28
19.94 k 14.27 m 1.19
13.00 k 14.19 m 1.18
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