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George Putnam Balanced R PGPRX

Quantitative rating as of
NAV / 1-Day Return
19.77  /  0.36 %
Total Assets
1.6 Bil
Adj. Expense Ratio
1.190%
Expense Ratio
1.190%
Distribution Fee Level
Average
Share Class Type
Retirement, Medium
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.55%
Turnover
66%

Morningstar’s Analysis PGPRX

Will PGPRX outperform in future?

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

Summary

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George Putnam Balanced R's Average People Pillar and Process 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 second-costliest quintile among peers.

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