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George Putnam Balanced Class A: (MF: PGEOX)

(NASDAQ Mutual Funds) As of Oct 12, 2026 05:37 PM ET

$29.34 USD

0.00 (NA)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.04 30
3 months 0.61 67
6 months 7.48 13
1 Year 15.00 20
3 Year 15.48 15
5 Year 8.19 15
10 Year 10.43 7

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 66.34
Bear Market (10/07 - 2/09) -47.04
Bull Market (2/09 - 3/21) 539.97

Load Adjusted Returns as of Aug 31, 2026

1 Year 10.46
5 Year 7.50
10 Year 9.99
Since Inception 8.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.11 9.87 NA NA
2025 -2.70 7.86 6.13 2.33
2024 7.44 3.08 5.26 0.00
2023 5.66 5.85 -2.69 10.18
2022 -5.71 -11.52 -4.63 5.68
2021 2.07 5.89 0.31 5.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.0313.9816.5819.92-15.9213.9015.3724.11-3.1715.027.92
% Total Return Rel to Index -2.70-4.23-8.43-6.322.28-14.77-3.02-7.371.21-6.77-4.01
% Total Return Rel to Peer 0.930.814.955.96-2.160.714.105.342.391.861.57
% Perf Quintile vs Peer* 2.002.001.001.004.003.002.001.002.002.002.00
% Dividends 0.200.390.480.250.170.140.230.530.250.220.20
% Yield 0.681.281.451.530.820.530.942.341.251.041.11
Capital Gains ($) 0.001.800.710.000.401.691.230.801.350.000.00
Expense Ratio 0.850.910.930.960.940.940.970.980.991.011.00

* 1 = Top 20%, 5 = Bottom 20%