PGEMX Mutual Fund
NAV$28.11
AUM$69M
TER1.41%
Holdings727
PGEMX Mutual Fund
NAV$28.11
George Putnam Balanced Fund Class M
AUM$69M
TER1.41%
Holdings727
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Showing 10 of 727 holdings(as of Jan 31, 2026)Top 10 Weight: 29.54%
PGEMX Mutual Fund Top Holdings
PGEMX holdings top 10 positions. The top 10 holdings account for 29.5% of the fund, led by SHORT TERM INV FUND at 4.9%, Nvidia Corp. at 4.0%, Microsoft Corp 4.100 Feb 06 37 at 3.8%.
PGEMX portfolio concentration is well-diversified, with the top 10 representing 29.5% of total assets. The largest sector exposure is Financials at 24.3%.
PGEMX sector allocation provides a detailed breakdown. PGEMX overlap tool shows how holdings compare to other funds in your portfolio.