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George Putnam Balanced Fund Class M: (MF: PGEMX)
(NASDAQ Mutual Funds) As of Oct 16, 2025 05:47 PM ET
$27.73 USD
-0.01 (-0.04%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in November 1973 and is managed by Putnam Investment Management, LLC. The fund seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds, which produce both capital growth and current income. Under normal market conditions, the fund invests at least 25% of its total assets in fixed-income securities, including debt securities, preferred stocks and that portion of the value of convertible securities attributable to the fixed-income characteristics of those securities. The fund distributes its dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| George Putnam Balanced M | PGEMX | 3.50 | NA | 0.00 | 0.75 | 0.51 | 0.71 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| George Putnam Fund of Boston A | PGEOX | 28.41 | 11/5/1937 | 1.44 | 11.39 | 18.07 | 9.96 |
| Putnam George Fund R | PGPRX | 28.19 | 11/5/1937 | 1.26 | 11.14 | 17.77 | 9.70 |
| George Putnam Fund of Boston C | PGPCX | 27.99 | 11/5/1937 | 0.90 | 10.60 | 17.20 | 9.15 |
| George Putnam Fund of Boston Y | PGEYX | 28.20 | 10/26/1998 | 1.62 | 11.71 | 18.37 | 10.24 |
| George Putnam Fund of Boston M | PGEMX | 27.82 | 6/13/1995 | 1.09 | 10.84 | 17.48 | 9.41 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| George Putnam Balanced M | PGEMX | 500 | 0 | 0 | Q |
Contact Information
| Family | Putnam Funds |
| Address | One Post Office Square Canton, MA 02109 |
| Phone | 800 225-1581 |