PGEMX – George Putnam Balanced M Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds which produce both capital growth and current income. The fund invests mainly in a combination of bonds and common stocks (growth or value stocks or both) 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PGEYX	George Putnam Balanced Fund Class Y	Institutional	Open			Mar 31, 1994	$481.74M	0.660%	Below Average	$0	−$28.33M
PGEOX	George Putnam Balanced Fund Class A	Front Load	Open			Nov 5, 1937	$1.61B	0.910%	Below Average	$0	−$87.79M
PGPCX	George Putnam Balanced Fund Class C	Level Load	Open			Jul 26, 1999	$136.87M	1.660%	Average	$0	−$8.56M
PGEJX	George Putnam Balanced Fund Class R6	Retirement, Large	Open			Dec 2, 2013	$115.32M	0.600%	Average	$0	$6.09M
PGELX	George Putnam Balanced Fund Class R5	Retirement, Large	Open			Dec 2, 2013	$14,562.00	0.690%	Above Average	$0	−$1,023.69
PGPRX	George Putnam Balanced Fund Class R	Retirement, Medium	Open			Jan 21, 2003	$3.29M	1.160%	Average	$0	$1.37M
PGEMX	George Putnam Balanced Fund Class M	—	Closed			Dec 1, 1994	$57.82M	1.410%	—	$0	−$8.11M

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