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PGEMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

George Putnam Balanced M (PGEMX) Ownership - Who owns George Putnam Balanced M?

The investment seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds which produce both capital growth and current income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

PGEMX

Net Assets

2.16B

Fund Existence

over 30 years

Turnover

80.00

Total Expense Ratio

1.43

Front Load

3.50%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.43

Assets in Top Ten Holdings

439M

Average Credit Quality

Average Effective Duration

6.06

Average Effective Maturity

8.25

Fund of Funds

Fund Share Class Net Assets

58.4M

Fund Type

OpenEnd

Index Fund

Management Fee

0.51

Modified Duration

6.09

No Load Fund

Number of Long Holdings

701.00

Number of Net Holdings

730.00

Number of Short Holdings

29.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

24.22%

Gain YTD

3.356

Annual Yield % from dividends

1.24

Returns for 1 year

5.45

Returns for 3 years

35.15

Returns for 5 years

32.27

Returns for 10 years

67.04

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details