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George Putnam Balanced Fund Class C: (MF: PGPCX)
(NASDAQ Mutual Funds) As of Aug 14, 2025 08:00 PM ET
$27.13 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in November 1973 and is managed by Putnam Investment Management, LLC. The fund seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds, which produce both capital growth and current income. Under normal market conditions, the fund invests at least 25% of its total assets in fixed-income securities, including debt securities, preferred stocks and that portion of the value of convertible securities attributable to the fixed-income characteristics of those securities. The fund distributes its dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| George Putnam Balanced C | PGPCX | NA | NA | 1.00 | 1.00 | 0.51 | 0.83 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| George Putnam Fund of Boston A | PGEOX | 27.51 | 11/5/1937 | 1.81 | 10.67 | 12.01 | 9.36 |
| Putnam George Fund R | PGPRX | 27.37 | 11/5/1937 | 1.57 | 10.39 | 11.73 | 9.07 |
| George Putnam Fund of Boston C | PGPCX | 27.13 | 11/5/1937 | 1.08 | 9.91 | 11.19 | 8.54 |
| George Putnam Fund of Boston Y | PGEYX | 27.66 | 10/26/1998 | 2.06 | 10.99 | 12.31 | 9.63 |
| George Putnam Fund of Boston M | PGEMX | 26.96 | 6/13/1995 | 1.33 | 10.17 | 11.47 | 8.81 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| George Putnam Balanced C | PGPCX | 500 | 0 | 0 | Q |
Contact Information
| Family | Putnam Funds |
| Address | One Post Office Square Canton, MA 02109 |
| Phone | 800 225-1581 |