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George Putnam Balanced C PGPCX

Quantitative rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 20.28  /  0.75 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.690%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.10%
  • Turnover 66%

Morningstar’s Analysis PGPCX

Will PGPCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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George Putnam Balanced C's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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