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George Putnam Balanced Class A: (MF: PGEOX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$24.96 USD
+0.20 (0.81%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in November 1973 and is managed by Putnam Investment Management, LLC. The fund seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds, which produce both capital growth and current income. Under normal market conditions, the fund invests at least 25% of its total assets in fixed-income securities, including debt securities, preferred stocks and that portion of the value of convertible securities attributable to the fixed-income characteristics of those securities. The fund distributes its dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| George Putnam Balanced A | PGEOX | 5.75 | NA | 0.00 | 0.25 | 0.51 | 0.45 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| George Putnam Fund of Boston A | PGEOX | 24.96 | 11/5/1937 | 1.97 | 5.57 | 6.65 | 11.25 |
| George Putnam Fund of Boston C | PGPCX | 23.74 | 11/5/1937 | 1.25 | 4.81 | 5.87 | 10.42 |
| Putnam George Fund R | PGPRX | 24.14 | 11/5/1937 | 1.73 | 5.30 | 6.39 | 10.97 |
| George Putnam Fund of Boston Y | PGEYX | 24.20 | 10/26/1998 | 2.21 | 5.81 | 6.92 | 11.52 |
| George Putnam Fund of Boston M | PGEMX | 23.58 | 6/13/1995 | 1.51 | 5.05 | 6.12 | 10.69 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| George Putnam Balanced A | PGEOX | 500 | 0 | 0 | Q |
Contact Information
| Family | Putnam Funds |
| Address | One Post Office Square Canton, MA 02109 |
| Phone | 800 225-1581 |