PGEMX Mutual Fund

PGEMX Mutual Fund (George Putnam Balanced Fund Class M) is managed by Putnam Investments with $58.1M in net assets. PGEMX expense ratio is 1.41%, holding 808 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1994-12-01.

PGEMX performance shows a YTD return of 7.71%. The 1-year return is 8.23% and the 5-year return is 7.32%. PGEMX dividend yield stands at 0.99%, paid quarterly.

PGEMX top holdings include Putnam Short Term Investment Fund (8.3%), Putnam Us Research Fund (4.8%), Apple Inc (4.1%), Microsoft Corp (3.8%), NVIDIA Corp (3.8%). Go to all PGEMX holdings, PGEMX sectors, or PGEMX dividends.

PGEMX can be compared against other funds. Use PGEMX overlap to find shared positions, or PGEMX vs another fund for a side-by-side view. PGEMX alternatives are available via the screener, along with tax-loss harvesting opportunities.