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George Putnam Balanced Fund Class C: (MF: PGPCX)

(NASDAQ Mutual Funds) As of Oct 30, 2026 05:43 PM ET

$28.45 USD

-0.27 (-0.94%)

Zacks MF Rank

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

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Zacks Premium Research for PGPCX

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

Buy 2
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 C PGPCX NA NA 1.00 1.00 0.52 1.60

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
George Putnam Fund of Boston A PGEOX 29.15 11/5/1937 1.37 10.28 16.42 8.69
Putnam George Fund R PGPRX 28.95 11/5/1937 1.24 9.99 16.13 8.42
George Putnam Fund of Boston C PGPCX 28.45 11/5/1937 0.77 9.43 15.56 7.89
George Putnam Fund of Boston Y PGEYX 29.34 10/26/1998 1.57 10.54 16.71 8.96
George Putnam Fund of Boston M PGEMX 28.48 6/13/1995 0.97 9.73 15.86 8.16

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
George Putnam Balanced C PGPCX 500 0 0 Q

Contact Information

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