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PGEYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

George Putnam Balanced Y (PGEYX) Ownership - Who owns George Putnam Balanced Y?

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

PGEYX

Net Assets

2.3B

Fund Existence

over 31 years

Turnover

80.00

Total Expense Ratio

0.68

Front Load

N/A

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

0.68

Assets in Top Ten Holdings

439M

Average Credit Quality

Average Effective Duration

6.29

Average Effective Maturity

8.45

Fund of Funds

Fund Share Class Net Assets

461M

Fund Type

OpenEnd

Index Fund

Management Fee

0.51

Modified Duration

6.27

No Load Fund

Yes

Number of Long Holdings

696.00

Number of Net Holdings

724.00

Number of Short Holdings

28.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

26.30%

Gain YTD

11.058

Annual Yield % from dividends

1.67

Returns for 1 year

8.69

Returns for 3 years

54.44

Returns for 5 years

38.46

Returns for 10 years

103.13

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details