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George Putnam Balanced Fund Class Y: (MF: PGEYX)

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

$28.95 USD

-0.09 (-0.31%)

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      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.60 17
3 months 0.94 16
6 months 3.89 19
1 Year 9.02 35
3 Year 17.60 7
5 Year 8.11 11
10 Year 10.75 5

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 67.88
Bear Market (10/07 - 2/09) -46.69
Bull Market (2/09 - 3/21) 570.06

Load Adjusted Returns as of Oct 31, 2026

1 Year 10.54
5 Year 8.96
10 Year 10.54
Since Inception 6.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.06 9.95 0.26 NA
2025 -2.66 7.94 6.22 2.39
2024 7.56 3.13 5.30 0.09
2023 5.75 5.88 -2.61 10.20
2022 -5.70 -11.42 -4.60 5.77
2021 2.08 5.97 0.36 5.13

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.6014.2716.9220.16-15.7114.1615.7424.44-2.9715.308.16
% Total Return Rel to Index -3.16-3.94-8.10-6.072.48-14.51-2.65-7.041.42-6.48-3.77
% Total Return Rel to Peer 1.821.095.296.20-1.960.974.475.682.602.151.81
% Perf Quintile vs Peer* 2.002.001.001.004.003.001.001.001.002.002.00
% Dividends 0.360.460.540.300.220.200.280.580.300.260.25
% Yield 1.561.562.041.861.110.781.192.661.561.311.39
Capital Gains ($) 0.001.800.710.000.401.691.230.801.350.000.00
Expense Ratio 0.610.660.680.710.690.690.720.730.740.760.75

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