PGEYX Mutual Fund
PGEYX Mutual Fund
George Putnam Balanced Fund Class Y
PGEYX Mutual Fund Overview
PGEYX Mutual Fund (George Putnam Balanced Fund Class Y) is managed by Putnam Investments with $88.9M in net assets. PGEYX expense ratio is 0.66%, holding 727 positions across sectors including Financials, Information Technology, Unknown. Inception date: 1994-03-31.
PGEYX performance shows a YTD return of 7.44%. The 1-year return is 17.12% and the 5-year return is 9.13%. PGEYX dividend yield stands at 1.66%, paid quarterly.
PGEYX top holdings include Putnam Short Term Investment Fund (4.9%), Nvidia Corp (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.8%), 'alphabet Inc., Class 'a'' (3.6%), Apple Inc (3.0%). View all PGEYX holdings, sector breakdown, or dividend history.
PGEYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGEYX alternatives are available via the screener, along with tax-loss harvesting opportunities.