PGPRX Mutual Fund
PGPRX Mutual Fund
George Putnam Balanced Fund Class R
PGPRX Mutual Fund Overview
PGPRX Mutual Fund (George Putnam Balanced Fund Class R) is managed by Putnam Investments with $926,345.08 in net assets. PGPRX expense ratio is 1.16%, holding 727 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2003-01-21.
PGPRX performance shows a YTD return of 7.19%. The 1-year return is 16.53% and the 5-year return is 8.58%. PGPRX dividend yield stands at 1.25%, paid quarterly.
PGPRX 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 PGPRX holdings, sector breakdown, or dividend history.
PGPRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGPRX alternatives are available via the screener, along with tax-loss harvesting opportunities.