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.
NAV / 1-Day Return
19.77 / 0.36 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—50% to 70% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Analysis PGPRX
Will PGPRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.