- What are the top holdings of PGEOX?
- George Putnam Balanced Class A holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does PGEOX have?
- PGEOX holds — positions as reported by the fund's most recent disclosure.
- What sectors does PGEOX invest in?
- George Putnam Balanced Class A (PGEOX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is PGEOX most exposed to?
- PGEOX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is PGEOX a US-only fund?
- The country allocation card on this page shows PGEOX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- 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.
