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George Putnam Balanced Fund Class R6 (0P00010YHE)

US Funds

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26.280 +0.090 +0.34%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 85.65M

Type: Fund

Market: United States

Issuer: Putnam

Asset Class: Equity

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0P00010YHE Holdings

Comprehensive information about top holdings and Key Holding Information for the George Putnam Balanced Fund Class R6 (0P00010YHE) fund. Our George Putnam Balanced Fund Class R6 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.910	1.970	0.060
Stocks	63.930	63.930	0.000
Bonds	33.750	33.750	0.000
Convertible	0.020	0.020	0.000
Preferred	0.380	0.380	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.531	18.716
Price to Book	3.800	3.246
Price to Sales	2.602	2.252
Price to Cash Flow	14.910	12.627
Dividend Yield	1.425	1.947
5 Years Earnings Growth	12.492	11.077

Sector Allocation

Name	Net %	Category Average
Technology	30.730	24.198
Financial Services	12.870	15.481
Healthcare	12.070	12.713
Consumer Cyclical	11.590	10.131
Communication Services	8.500	7.474
Industrials	6.860	10.242
Consumer Defensive	6.290	6.067
Energy	3.720	4.905
Basic Materials	3.350	3.227
Utilities	2.730	3.245
Real Estate	1.290	4.365

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 671

Number of short holdings: 28

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	4.28	133.85	+0.21%
Microsoft	US5949181045	4.02	411.96	-0.06%
Apple	US0378331005	3.65	233.45	+2.55%
Amazon.com	US0231351067	2.55	232.62	-0.22%
S&P500 Emini Fut Dec24 Esz4	-	2.38	-	-
Alphabet A	US02079K3059	2.19	186.27	-0.11%
Meta Platforms	US30303M1027	1.68	717.18	-0.03%
Oracle	US68389X1054	1.46	178.29	-0.35%
AMD	US0079031078	1.38	111.55	+0.97%
United States Treasury Notes 2.75%	-	1.32	-	-

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Equity Income Y	16.76B	4.41	12.47	11.89
Putnam Stable Value Fund: 50bps	450.49M	3.55	2.91	2.17
Putnam Stable Value Fund: 15bps	16.4B	3.91	3.27	2.53
Putnam Stable Value Fund: 20bps	1.23B	3.86	3.22	2.48
Putnam Stable Value Fund: 25bps	5.14B	3.81	3.17	2.43

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Recent Quotes

	Name	Price	Chg.	Chg. %
	George Putnam Bal.	26.280	+0.090	+0.34%