George Putnam is trading at 28.68 as of the 25th of September 2025; that is 0.28% down since the beginning of the trading day. The fund's open price was 28.76. George Putnam has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 27th of June 2025 and ending today, the 25th of September 2025. Click here to learn more.
The fund invests mainly in a combination of bonds and common stocks of large U.S. companies, with a greater focus on common stocks. For example, the managers may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company.. More on George Putnam Balanced
George Putnam Balanced [PGELX] is traded in USA and was established 25th of September 2025. George Putnam is listed under Putnam category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Putnam family. This fund at this time has accumulated 1.25 B in assets with no minimum investment requirementsGeorge Putnam Balanced is currently producing year-to-date (YTD) return of 7.46% with the current yeild of 0.02%, while the total return for the last 3 years was 12.64%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on George Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding George Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as George Putnam Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top George Putnam Balanced Mutual Fund Constituents
Other Information on Investing in George Mutual Fund
George Putnam financial ratios help investors to determine whether George Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in George with respect to the benefits of owning George Putnam security.