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

(NASDAQ Mutual Funds) As of May 22, 2026 05:35 PM ET

$28.22 USD

+0.07 (0.25%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.18 45
3 months 3.13 22
6 months 4.44 61
1 Year 22.03 23
3 Year 14.93 21
5 Year 7.75 27
10 Year 9.66 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 65.15
Bear Market (10/07 - 2/09) -47.54
Bull Market (2/09 - 3/21) 440.93

Load Adjusted Returns as of Apr 30, 2026

1 Year 12.68
5 Year 7.11
10 Year 9.03
Since Inception 7.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.29 NA NA NA
2025 -2.88 7.68 5.93 2.12
2024 7.25 2.90 5.05 -0.17
2023 5.48 5.67 -2.91 9.96
2022 -5.93 -11.62 -4.87 5.50
2021 1.89 5.70 0.08 4.90

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.1813.1415.7419.00-16.5613.0814.5123.18-3.8814.167.05
% Total Return Rel to Index 2.03-5.07-9.27-7.241.63-15.60-3.89-8.300.50-7.63-4.87
% Total Return Rel to Peer -0.78-0.034.115.04-2.81-0.103.234.411.681.000.70
% Perf Quintile vs Peer* 4.003.001.001.004.004.002.001.002.003.003.00
% Dividends 0.050.190.300.090.020.000.080.400.100.080.08
% Yield 0.510.651.130.760.090.000.351.810.500.390.46
Capital Gains ($) 0.001.800.710.000.401.691.230.801.350.000.00
Expense Ratio 1.601.661.681.711.691.691.721.731.741.761.75

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