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George Putnam Balanced Fund Class C: (MF: PGPCX)
(NASDAQ Mutual Funds) As of Feb 2, 2026 06:02 PM ET
$26.89 USD
+0.06 (0.22%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in November 1973 and is managed by Putnam Investment Management, LLC. The fund seeks to provide a balanced investment composed of a well-diversified portfolio of stocks and bonds, which produce both capital growth and current income. Under normal market conditions, the fund invests at least 25% of its total assets in fixed-income securities, including debt securities, preferred stocks and that portion of the value of convertible securities attributable to the fixed-income characteristics of those securities. The fund distributes its dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| George Putnam Balanced C | PGPCX | NA | NA | 1.00 | 1.00 | 0.52 | 1.66 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| George Putnam Fund of Boston A | PGEOX | 27.29 | 11/5/1937 | 1.36 | 13.99 | 16.81 | 8.82 |
| Putnam George Fund R | PGPRX | 27.13 | 11/5/1937 | 1.18 | 13.71 | 16.53 | 8.55 |
| George Putnam Fund of Boston C | PGPCX | 26.89 | 11/5/1937 | 0.68 | 13.15 | 15.94 | 8.02 |
| George Putnam Fund of Boston Y | PGEYX | 27.45 | 10/26/1998 | 1.59 | 14.27 | 17.10 | 9.09 |
| George Putnam Fund of Boston M | PGEMX | 26.70 | 6/13/1995 | 0.91 | 13.47 | 16.23 | 8.28 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |