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George Putnam Balanced A (PGEOX)

28.78 -0.15 (-0.52%)

At close: 8:08:51 PM EST

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Previous Close 28.93
YTD Return 8.38%
Expense Ratio 0.86%
Category Allocation--50% to 70% Equity
Last Cap Gain 28.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating High
Net Assets 2.4B
Beta (5Y Monthly) 0.93
Yield 1.37%
5y Average Return --
Holdings Turnover 104.00%
Last Dividend 0.31
Inception Date Jan 21, 2003

The Investment Manager expects to begin transitioning the fund from investing mainly in a combination of fixed income and equity securities to investing mainly in a combination of fixed income securities and shares of Putnam U.S. Research Fund, an affiliated fund managed by the Investment Manager that invests in equity securities (the “underlying fund”).

Franklin Templeton, Inc

Fund Family

Allocation--50% to 70% Equity

Fund Category

2.4B

Net Assets

2003-01-21

Inception Date

Trailing returns as of 11/9/2026. Category is Allocation--50% to 70% Equity.

YTD Return

PGEOX

8.38%

Category

9.69%

1-Year Return

PGEOX

8.77%

Category

27.06%

3-Year Return

PGEOX

17.34%

Category

11.00%

5-Year Return

PGEOX

7.86%

Category

10.26%

POVSX Putnam International Equity A

33.32 -0.63%

PEYAX Putnam Large Cap Value A

46.34 -0.19%

PINCX Putnam Income A

4.9300 -0.60%

PNOPX Putnam Sustainable Leaders A

129.12 -0.44%

PEQUX Putnam Focused International Equity A

21.11 -0.61%

Sector Weightings

Sector PGEOX

Technology 40.35%

Financial Services 12.43%

Healthcare 9.88%

Communication Services 9.70%

Consumer Cyclical 8.44%

Industrials 6.83%

Consumer Defensive 4.33%

Energy 3.30%

Utilities 1.91%

Real Estate 1.81%

Basic Materials 1.02%

U.S. markets closed

George Putnam Balanced A (PGEOX)

-1.91%

-1.91%

1.12%

6.20%

0.10%

13.13%

66.36%

86.04%

George Putnam Balanced A Overview Franklin Templeton, Inc / Allocation--50% to 70% Equity

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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