PGEMX Mutual Fund (George Putnam Balanced Fund Class M) is managed by Putnam Investments with $68.7M in net assets. PGEMX expense ratio is 1.41%, holding 727 positions across sectors including Financials, Information Technology, Unknown. Inception date: 1994-12-01.

PGEMX performance shows a YTD return of 7.07%. The 1-year return is 16.24% and the 5-year return is 8.32%. PGEMX dividend yield stands at 0.96%, paid quarterly.

PGEMX top holdings include SHORT TERM INV FUND (4.9%), Nvidia Corp. (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.8%), Alphabet Inc Common Stock USD 0.001 (3.6%), Apple, Inc (3.0%). View all PGEMX holdings, sector breakdown, or dividend history.

PGEMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGEMX alternatives are available via the screener, along with tax-loss harvesting opportunities.