PGEOX : George Putnam Balanced Fund Class A

PGEOX is a Allocation Market All-In-One with HIGH fees.

PGEOX

George Putnam Balanced Fund Class A

FI Score

46 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

46% FI Score
  • pgeox
  • Mutual Fund
  • Allocation
  • All-In-One

George Putnam Balanced Fund Class A

Expenses: 0.98% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds which produce both capital growth and current income. The fund invests mainly in a combination of bonds and common stocks (growth or value stocks or both) of large U.S. companies, with a greater focus on common stocks. For example, the managers may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company.

Largest Holdings

Amount Holding
3.66% Microsoft Corp
2.59% Amazon.com Inc
2.14% United States Treasury Bonds 2.75%
2.10% Alphabet Inc A
2.04% Apple Inc
1.90% United States Treasury Notes 1.62%
1.77% United States Treasury Notes 1.75%
1.69% United States Treasury Notes 1.75%
1.63% United States Treasury Notes 2.12%
1.58% United States Treasury Notes 1.88%
1.49% Activision Blizzard Inc
1.35% Procter & Gamble Co
1.29% Fidelity National Information Services Inc
1.22% United States Treasury Bonds 3%
1.17% The Home Depot Inc
1.15% Facebook Inc A
1.14% United States Treasury Notes 2.62%
0.98% Adobe Inc
0.98% Visa Inc Class A
0.97% NVIDIA Corp
0.93% Walmart Inc
0.89% United States Treasury Notes 2%
0.89% AbbVie Inc
0.88% PepsiCo Inc
0.88% Mastercard Inc A

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