PGEOX Mutual Fund (George Putnam Balanced Fund Class A) is managed by Putnam Investments with $1.02B in net assets. PGEOX expense ratio is 0.91%, holding 727 positions across sectors including Financials, Information Technology, Unknown. Inception date: 1937-11-05.

PGEOX performance shows a YTD return of 7.31%. The 1-year return is 16.82% and the 5-year return is 8.86%. PGEOX dividend yield stands at 1.43%, paid quarterly.

PGEOX 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 PGEOX holdings, sector breakdown, or dividend history.

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