PGPCX : George Putnam Balanced Fund Class C

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

PGPCX

George Putnam Balanced Fund Class C

FI Score

36 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

36% FI Score
  • pgpcx
  • Mutual Fund
  • Allocation
  • All-In-One

George Putnam Balanced Fund Class C

Expenses: 1.73% (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

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo