George Putnam Balanced Fund Class R5
PGELX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
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Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
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Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Franklin Templeton, Inc
Manager/Tenure
(Years)
(Years)
Kathryn B. Lakin (7), Andrew Benson (5)
Website
Address
Franklin Templeton, Inc
San Mateo CA - 94403
San Mateo CA - 94403
Country
United States
Phone Number
650-312-2000
Investment Strategy
The investment seeks to provide a balanced investment with exposure to a well-diversified portfolio of stocks and fixed income securities which produce both capital growth and current income. The Investment Manager expects to begin transitioning the fund from investing mainly in a combination of fixed income and equity securities to investing mainly in a combination of fixed income securities and shares of Putnam U.S. Research Fund, an affiliated fund managed by the Investment Manager that invests in equity securities (the “underlying fund”).