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George Putnam Balanced Fund

PGEOX:US
NASDAQ GM
19.84
USD
0.03
0.15%
As of 4/23/2018
Fund Type
Open-End Fund
52Wk Range
18.55 - 20.88
1 Yr Return
8.20%
YTD Return
-0.56%
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Previous Close
19.87
52Wk Range
18.55 - 20.88
1 Yr Return
8.96%
YTD Return
-0.56%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 04/23/2018)
19.84
Total Assets (b USD) (on 03/29/2018)
1.206
Inception Date
11/05/1937
Last Dividend (on 02/26/2018)
0.059
Dividend Indicated Gross Yield
1.19%
Fund Managers
PAUL D SCANLON / AARON M COOPER
Front Load Fee
5.75%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.52%
Expense Ratio
1.00%

Top Fund Holdings

Name Position Value % of Fund
30.36 k 29.91 m 2.42
29.73 k 29.81 m 2.41
152.19 k 25.76 m 2.08
284.07 k 24.30 m 1.96
23.00 k 22.75 m 1.84
21.39 k 22.54 m 1.82
19.00 k 20.19 m 1.63
619.30 k 18.28 m 1.48
15.57 k 18.21 m 1.47
82.56 k 14.57 m 1.18
Profile
George Putnam Balanced Fund is an open-end 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
-