George Putnam Balanced FundPGEMX
Type
Mutual fund
Peer group
Allocation
Net assets
$2.3B
Expense ratio
1.41%
1-year return
+14.4%
3 years, a year
+15.2%
5 years, a year
+7.1%
12-month yield
7.36%
Holdings
784
What it aims to do.
The fund seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds which produce both capital growth and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 4.34% |
| Putnam Short Term Investment Fund | 4.24% |
| GOOGL Alphabet, Inc. | 3.84% |
| MSFT Microsoft Corp. | 3.54% |
| AAPL Apple, Inc. | 3.21% |
| AMZN Amazon.com, Inc. | 3.03% |
| United States of America | 2.30% |
| AVGO Broadcom, Inc. | 2.25% |
| United States of America | 1.76% |
| LRCX Lam Research Corp. | 1.72% |
More on PGEMX.
- PGEMX overview
- PGEMX holdings
- PGEMX risk
- PGEMX costs
- PGEMX money in and out
- PGEMX share classes
- Compare PGEMX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.