George Putnam Balanced Class A

Frequently Asked Questions About PGEOX

What does PGEOX invest in?

The George Putnam Balanced Class A fund strategically deploys its capital across a blend of fixed-income securities and common stocks. While diversified, its investment approach shows a distinct preference for equities, focusing on shares of large-capitalization U.S. corporations, which may be selected for their growth potential, their perceived undervaluation, or a combination of both. For example, a core strategy involves the managers identifying and acquiring stocks of companies they believe are trading below their intrinsic worth.

What is the expense ratio of PGEOX?

George Putnam Balanced Class A (PGEOX) charges an expense ratio of 0.91%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PGEOX?

George Putnam Balanced Class A (PGEOX) manages $2.39B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is PGEOX actively managed or an index fund?

PGEOX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was PGEOX launched?

George Putnam Balanced Class A (PGEOX) launched in May 1973 and is managed by the fund issuer.

How has PGEOX performed?

PGEOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.