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George Putnam Balanced Fund Class R5: (MF: PGELX)

(NASDAQ Mutual Funds) As of Nov 13, 2026 05:35 PM ET

$29.30 USD

-0.10 (-0.34%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Zacks Premium Research for PGELX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
George Putnam Balanced R5 PGELX NA NA 0.00 0.00 0.52 0.66

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
George Putnam Fund of Boston A PGEOX 28.78 11/5/1937 1.36 8.77 17.30 7.84
Putnam George Fund R PGPRX 28.59 11/5/1937 1.21 8.48 17.02 7.58
George Putnam Fund of Boston C PGPCX 28.33 11/5/1937 0.69 7.98 16.44 7.04
George Putnam Fund of Boston M PGEMX 28.14 6/13/1995 0.92 8.23 16.73 7.31
George Putnam Fund of Boston Y PGEYX 28.96 10/26/1998 1.59 9.02 17.60 8.11

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
George Putnam Balanced R5 PGELX 0 0 0 Q

Contact Information

Family Franklin
Address One Franklin Parkway
San Mateo, CA 94403
Phone 800 342-5236