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George Putnam Balanced Fund

PGELX:US
NASDAQ GM
20.76
USD
0.04
0.19%
As of 1/19/2018
Fund Type
Open-End Fund
52Wk Range
17.95 - 20.76
1 Yr Return
16.95%
YTD Return
2.98%
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Previous Close
20.72
52Wk Range
17.95 - 20.76
1 Yr Return
17.22%
YTD Return
2.98%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 01/19/2018)
20.76
Total Assets (b USD) (on 12/29/2017)
1.237
Inception Date
12/06/2013
Last Dividend (on 11/28/2017)
0.072
Dividend Indicated Gross Yield
1.39%
Fund Managers
PAUL D SCANLON / AARON M COOPER
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.52%
Expense Ratio
0.73%

Top Fund Holdings

Name Position Value % of Fund
44.66 k 45.41 m 3.75
30.36 k 30.18 m 2.50
152.19 k 23.46 m 1.94
23.00 k 22.82 m 1.89
22.55 k 21.95 m 1.82
291.10 k 21.68 m 1.79
19.00 k 20.37 m 1.68
18.00 k 18.23 m 1.51
17.94 k 17.80 m 1.47
16.41 k 15.78 m 1.30
Profile
George Putnam Balanced Fund is an open-end fund incorporated in the USA. The Fund seeks a balanced investment composed of both capital growth and current income by investing in a combination of bonds and U.S. value stocks with a greater focus on value stocks.
Address
George Putnam Balanced Fund
One Post Office Square
Boston, Massachusetts 02109
Phone
-
Website
-