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George Putnam Balanced Class A: (MF: PGEOX)

(NASDAQ Mutual Funds) As of May 22, 2026 05:35 PM ET

$28.67 USD

+0.07 (0.24%)

Zacks MF Rank

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

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3-Hold of 5     3    

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Zacks Premium Research for PGEOX

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

Hold 3
MF Report

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 0.52 0.85

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
George Putnam Fund of Boston A PGEOX 28.67 11/5/1937 1.34 22.93 15.82 8.56
Putnam George Fund R PGPRX 28.24 11/5/1937 1.17 22.65 15.52 8.28
George Putnam Fund of Boston C PGPCX 27.97 11/5/1937 0.68 22.03 14.93 7.75
George Putnam Fund of Boston Y PGEYX 28.59 10/26/1998 1.56 23.27 16.10 8.82
George Putnam Fund of Boston M PGEMX 27.79 6/13/1995 0.90 22.33 15.22 8.02

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