OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

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

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

PGEOX

Net Assets

2.25B

Fund Existence

almost 88 years

Turnover

80.00

Total Expense Ratio

0.93

Front Load

5.75%

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

0.93

Assets in Top Ten Holdings

439M

Average Credit Quality

Average Effective Duration

6.17

Average Effective Maturity

8.29

Fund of Funds

Fund Share Class Net Assets

1.51B

Fund Type

OpenEnd

Index Fund

Management Fee

0.51

Modified Duration

6.15

No Load Fund

Number of Long Holdings

697.00

Number of Net Holdings

729.00

Number of Short Holdings

32.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

27.76%

Gain YTD

8.713

Annual Yield % from dividends

1.49

Returns for 1 year

9.73

Returns for 3 years

43.65

Returns for 5 years

31.02

Returns for 10 years

90.95

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

These past five trading days, the mutual fund lost 0.00%.

View AI-Driven Trading

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details