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PGEOX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

George Putnam Balanced A (PGEOX) Ownership - Who owns George Putnam Balanced A?

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

Profile

Category
Moderate Allocation
Address
George Putnam Fund of BostonOne Post Office Sq Mailstop A 14Boston
Phone
N/A
Web
www.putnam.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.93
Min. Initial Investment
N/A
Fund Existence
over 87 years
Turnover
80.00
Front Load
5.75
Net Assets
2058278000.00
Manager Tenure
N/A

Fundamentals

PGEOX
Net Assets
2.06B
Fund Existence
over 87 years
Turnover
80.00
Total Expense Ratio
0.93
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.93
Assets in Top Ten Holdings
439M
Average Credit Quality
6
Average Effective Duration
6.17
Average Effective Maturity
8.87
Fund of Funds
No
Fund Share Class Net Assets
1.39B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.51
Modified Duration
6.25
No Load Fund
No
Number of Long Holdings
702.00
Number of Net Holdings
731.00
Number of Short Holdings
29.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
25.17%
Gain YTD
-2.389
Annual Yield % from dividends
1.97
Returns for 1 year
4.08
Returns for 3 years
16.04
Returns for 5 years
47.96
Returns for 10 years
64.55
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
George Putnam Fund of BostonOne Post Office Sq Mailstop A 14Boston
Phone
N/A
Web
www.putnam.com