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George Putnam Balanced C PGPCX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 23.62  /  +0.13 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.41%
  • Turnover 47%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis PGPCX

Will PGPCX outperform in future?

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

Strength in George Putnam Balanced C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings PGPCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.03 90.6 Mil
Technology

Apple Inc

2.92 52.5 Mil
Technology

Alphabet Inc Class A

2.58 46.5 Mil
Communication Services

Amazon.com Inc

2.49 44.8 Mil
Consumer Cyclical

NVIDIA Corp

1.87 33.8 Mil
Technology

Net Cash

1.71 30.9 Mil
Cash and Equivalents

Meta Platforms Inc Class A

1.44 25.9 Mil
Communication Services

Oracle Corp

1.43 25.8 Mil
Technology

United States Treasury Bonds 2.75%

1.42 25.5 Mil
Government

Broadcom Inc

1.39 25.1 Mil
Technology