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George Putnam Balanced Fund Class B (0P00002RVY)

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George Putnam Balanced Fund Class B historical data, for real-time data please try another search

25.230 0.000 0%

20/09 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.21M

Type: Fund

Market: United States

Issuer: Putnam

Asset Class: Equity

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0P00002RVY Overview

Find basic information about the George Putnam Balanced Fund Class B mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00002RVY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US37252M2070)

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Technical Chart

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Rating

1-Year Change12.73%

Prev. Close25.23

Risk Rating

TTM Yield0.42%

ROE34.30%

IssuerPutnam

Turnover32%

ROA14.51%

Inception DateApr 27, 1992

Total Assets1.21M

Expenses0.85%

Min. InvestmentN/A

Market Cap298.93B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1135	1055	1202	1140	1556	2116
Fund Return	13.47%	5.5%	20.22%	4.48%	9.24%	7.79%
Place in category	65	364	62	149	116	92
% in Category	11	44	10	24	22	20

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Stable Value Fund: 50bps	459.84M	3.25	2.87	2.15
Putnam Stable Value Fund: 15bps	16.6B	3.58	3.23	2.51
Putnam Stable Value Fund: 20bps	1.25B	3.54	3.18	2.46
Putnam Stable Value Fund: 25bps	5.35B	3.49	3.13	2.41
Putnam Stable Value Fund: 35bps	131.3M	3.39	3.03	2.31

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.65B	16.59	6.58	8.25
Vanguard Wellington Admiral	102.03B	17.05	6.03	8.62
American Funds American Balanced R6	56.6B	16.91	6.91	8.59
Vanguard Balanced Index Adm	47.65B	17.54	5.48	8.44
Fidelity Balanced K	42.26B	18.84	6.85	9.90

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.16	454.46	+0.64%
Apple	US0378331005	4.11	253.48	+0.97%
NVIDIA	US67066G1040	3.66	130.39	-1.22%
Amazon.com	US0231351067	2.56	231.15	-0.76%
Alphabet A	US02079K3059	2.14	195.42	-0.63%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Strong Buy	Buy
Technical Indicators	Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	George Putnam Bal.	25.230	0.000	0%