0000928816-15-001748.txt : 20151215 0000928816-15-001748.hdr.sgml : 20151215 20151215112543 ACCESSION NUMBER: 0000928816-15-001748 CONFORMED SUBMISSION TYPE: 485BPOS PUBLIC DOCUMENT COUNT: 13 FILED AS OF DATE: 20151215 DATE AS OF CHANGE: 20151215 EFFECTIVENESS DATE: 20151215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GEORGE PUTNAM BALANCED FUND CENTRAL INDEX KEY: 0000081259 IRS NUMBER: 046013677 STATE OF INCORPORATION: MA FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 485BPOS SEC ACT: 1933 Act SEC FILE NUMBER: 002-10816 FILM NUMBER: 151287720 BUSINESS ADDRESS: STREET 1: ONE POST OFFICE SQ CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 8002252581 MAIL ADDRESS: STREET 1: ONE POST OFFICE SQ CITY: BOSTON STATE: MA ZIP: 02109 FORMER COMPANY: FORMER CONFORMED NAME: GEORGE PUTNAM FUND OF BOSTON DATE OF NAME CHANGE: 19940302 FORMER COMPANY: FORMER CONFORMED NAME: PUTNAM EQUITY INCOME FUND/NEW DATE OF NAME CHANGE: 19940302 FORMER COMPANY: FORMER CONFORMED NAME: PUTNAM GEORGE FUND OF BOSTON DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GEORGE PUTNAM BALANCED FUND CENTRAL INDEX KEY: 0000081259 IRS NUMBER: 046013677 STATE OF INCORPORATION: MA FISCAL YEAR END: 0731 FILING VALUES: FORM TYPE: 485BPOS SEC ACT: 1940 Act SEC FILE NUMBER: 811-00058 FILM NUMBER: 151287721 BUSINESS ADDRESS: STREET 1: ONE POST OFFICE SQ CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 8002252581 MAIL ADDRESS: STREET 1: ONE POST OFFICE SQ CITY: BOSTON STATE: MA ZIP: 02109 FORMER COMPANY: FORMER CONFORMED NAME: GEORGE PUTNAM FUND OF BOSTON DATE OF NAME CHANGE: 19940302 FORMER COMPANY: FORMER CONFORMED NAME: PUTNAM EQUITY INCOME FUND/NEW DATE OF NAME CHANGE: 19940302 FORMER COMPANY: FORMER CONFORMED NAME: PUTNAM GEORGE FUND OF BOSTON DATE OF NAME CHANGE: 19920703 0000081259 S000005597 GEORGE PUTNAM FUND OF BOSTON C000015264 Class A Shares PGEOX C000015265 Class B Shares PGEBX C000015266 Class C Shares PGPCX C000015267 Class M Shares PGEMX C000015268 Class R Shares PGPRX C000015269 Class Y Shares PGEYX C000136854 Class R5 C000136855 Class R6 485BPOS 1 a_pgeoxitemone.htm GEORGE PUTNAM BALANCED FUND a_pgeoxitemone.htm
As filed with the Securities and Exchange Commission on  
December 15, 2015  
Registration No. 2-10816
811-00058
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SECURITIES AND EXCHANGE COMMISSION  
WASHINGTON, D.C. 20549  
 
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FORM N-1A  
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REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 / X /
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Pre-Effective Amendment No. /    /
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Post-Effective Amendment No. 111 / X /
and/or ----
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REGISTRATION STATEMENT UNDER THE INVESTMENT COMPANY / X /
ACT OF 1940 ----
  ----
Amendment No. 45 / X /
(Check appropriate box or boxes) ----
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GEORGE PUTNAM BALANCED FUND  
(Exact Name of Registrant as Specified in Charter)  
 
One Post Office Square, Boston, Massachusetts 02109  
(Address of Principal Executive Offices) (Zip Code)  
 
Registrant's Telephone Number, including Area Code  
(617) 292-1000  
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It is proposed that this filing will become effective  
(check appropriate box)  

 



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/    / immediately upon filing pursuant to paragraph (b)
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/ X / on November 30, 2015 pursuant to paragraph (b)
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/    / 60 days after filing pursuant to paragraph (a)(1)
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/    / on (date) pursuant to paragraph (a)(1)
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/    / 75 days after filing pursuant to paragraph (a)(2)
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/    / on (date) pursuant to paragraph (a)(2) of Rule 485.
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If appropriate, check the following box:
----  
/    / this post-effective amendment designates a new
---- effective date for a previously filed post-effective amendment.
 
  -----------------------
 
  ROBERT T. BURNS, Vice President
  GEORGE PUTNAM BALANCED FUND
  One Post Office Square
  Boston, Massachusetts 02109
  (Name and address of agent for service)
  ---------------
  Copy to:
  BRYAN CHEGWIDDEN, Esquire
  ROPES & GRAY LLP
  1211 Avenue of the Americas
  New York, New York 10036

 



SIGNATURES

 

Pursuant to the requirements of the Securities Act of 1933, as amended, and the Investment Company Act of 1940, as amended, the Registrant certifies that it meets all of the requirements for effectiveness of this Registration Statement under Rule 485(b) under the Securities Act of 1933, as amended, and has duly caused this Amendment to its Registration Statement to be signed on its behalf by the undersigned, duly authorized, in the City of Boston, and The Commonwealth of Massachusetts, on the 15th day of December, 2015.

George Putnam Balanced Fund
 
By:/s/ Jonathan S. Horwitz, Executive Vice President, Principal
Executive Officer and Compliance Liaison

 

Pursuant to the requirements of the Securities Act of 1933, as amended, this Amendment to the Registration Statement has been signed below by the following persons in the capacities and on the date indicated:

 

Signature Title
 
Jameson A. Baxter * Chair, Board of Trustees
 
Robert L. Reynolds* President and Trustee
 
Jonathan S. Horwitz* Executive Vice President, Principal Executive Officer
  and Compliance Liaison
 
Steven D. Krichmar* Vice President and Principal Financial Officer
 
Janet C. Smith* Vice President, Principal Accounting Officer and
  Assistant Treasurer
 
Liaquat Ahamed* Trustee
 
Ravi Akhoury* Trustee
 
Barbara M. Baumann* Trustee

 



Robert J. Darretta* Trustee
 
Katinka Domotorffy* Trustee
 
John A. Hill* Trustee
 
Paul L. Joskow* Trustee
 
Kenneth R. Leibler* Trustee
 
Robert E. Patterson* Trustee
 
George Putnam, III* Trustee
 
W. Thomas Stephens* Trustee

 

By: /s/ Jonathan S. Horwitz, as Attorney-in-Fact
December 15, 2015
 
* Signed pursuant to power of attorney filed in Post-
Effective Amendment No.104 to the Registrant’s
Registration Statement on November 28, 2012

 



Exhibit Index 

 

XBRL Instance Document  Ex-101.ins 
XBRL Taxonomy Extension Schema Document  Ex-101.sch 
XBRL Taxonomy Extension Labels Linkbase  Ex-101.lab 
XBRL Taxonomy Extension Presentation Linkbase Document  Ex-101.pre 
XBRL Taxonomy Extension Definition Linkbase  Ex-101.def 

 

 
EX-101.INS 2 gpfob-20151130.xml XBRL INSTANCE FILE 0000081259 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:C000015264Member 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:C000015265Member 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:C000015266Member 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:C000015267Member 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:C000015268Member 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:C000015269Member 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:C000136854Member 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:C000136855Member 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:C000015264Member rr:AfterTaxesOnDistributionsMember 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:C000015264Member rr:AfterTaxesOnDistributionsAndSalesMember 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:SP500IndexMember 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:BarclaysUSAggregateBondIndexMember 2014-12-01 2015-11-30 0000081259 gpfob:S000005597Member gpfob:GeorgePutnamBlendedIndexMember 2014-12-01 2015-11-30 iso4217:USD xbrli:pure 485BPOS GEORGE PUTNAM BALANCED FUND 0000081259 false pgeox 2015-11-27 <b>Fund summary</b> <b>Goal</b> George Putnam Balanced 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. <b>Fees and expenses</b> The following table describes the fees and expenses you may pay if you buy and hold shares of the fund. You may qualify for sales charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Putnam funds. More information about these and other discounts is available from your financial advisor and in<i> How do I buy fund shares?</i> beginning on page 16 of the fund&#8217;s prospectus and in <i>How to buy shares</i> beginning on page II-1 of the fund&#8217;s statement of additional information (SAI). <b>Shareholder fees </b><i>(fees paid directly from your investment) 0.0575 0 0 0.0350 0 0 0 0 0.0100 0.0500 0.0100 0 0 0 0 0 <div style="display: none">~ http://xbrl.sec.gov/rr/role/ShareholderFeesData column period compact * column dei_LegalEntityAxis compact gpfob_S000005597Member column rr_ProspectusShareClassAxis compact * row primary compact * ~</div> <b>Annual fund operating expenses </b><i>(expenses you pay each year as a percentage of the value of your investment)</i> 0.0052 0.0052 0.0052 0.0052 0.0052 0.0052 0.0052 0.0052 0.0025 0.0100 0.0100 0.0075 0.0050 0 0 0 0.0020 0.0020 0.0020 0.0020 0.0020 0.0020 0.0020 0.0010 0.0097 0.0172 0.0172 0.0147 0.0122 0.0072 0.0072 0.0062 <div style="display: none">~ http://xbrl.sec.gov/rr/role/OperatingExpensesData column period compact * column dei_LegalEntityAxis compact gpfob_S000005597Member column rr_ProspectusShareClassAxis compact * row primary compact * ~</div> <b>Example</b> The following hypothetical example is intended to help you compare the cost of investing in the fund with the cost of investing in other funds. It assumes that you invest $10,000 in the fund for the time periods indicated and then, except as indicated, redeem all your shares at the end of those periods. It assumes a 5% return on your investment each year and that the fund&#8217;s operating expenses remain the same. Your actual costs may be higher or lower. 1696 1831 2030 2046 1477 894 897 774 1080 1133 933 1125 670 401 402 346 866 842 542 799 387 230 231 199 668 675 275 494 124 74 74 63 <div style="display: none">~ http://xbrl.sec.gov/rr/role/ExpenseExample column period compact * column dei_LegalEntityAxis compact gpfob_S000005597Member column rr_ProspectusShareClassAxis compact * row primary compact * ~</div> 1831 2030 933 933 542 542 175 175 <div style="display: none">~ http://xbrl.sec.gov/rr/role/ExpenseExampleNoRedemption column period compact * column dei_LegalEntityAxis compact gpfob_S000005597Member column rr_ProspectusShareClassAxis compact * row primary compact * ~</div> <b>Portfolio turnover</b> The fund pays transaction-related costs, such as commissions, when it buys and sells securities (or &#147;turns over&#148; its portfolio). A higher turnover rate may indicate higher transaction costs and may result in higher taxes when the fund&#146;s shares are held in a taxable account. These costs, which are not reflected in annual fund operating expenses or the above example, affect fund performance. The fund&#146;s turnover rate in the most recent fiscal year was 130%. 1.30 <b>Investments</b> We invest mainly in a combination of bonds and common stocks (growth or value stocks or both) of large U.S. companies, with a greater focus on common stocks. For example, we may purchase stocks of companies with stock prices that reflect a value lower than that which we place on the company. We may also consider other factors that we believe will cause the stock price to rise. We buy bonds of governments and private companies that are mostly investment-grade in quality with intermediate- to long-term maturities (three years or longer). We may consider, among other factors, a company&#8217;s valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell equity investments, and, among other factors, credit, interest rate and prepayment risks, as well as general market conditions, when deciding whether to buy or sell fixed-income investments. We may also use derivatives, such as futures, options, warrants and swap contracts, for both hedging and non-hedging purposes. <b>Risks</b> It is important to understand that you can lose money by investing in the fund.<br /> <br /> The value of stocks and bonds in the fund&#8217;s portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions of the risk of default, changes in government intervention in the financial markets, and factors related to a specific issuer or industry. These factors may also lead to periods of high volatility and reduced liquidity in the bond markets. Growth stocks may be more susceptible to earnings disappointments, and value stocks may fail to rebound.<br /> <br /> Bond investments are subject to interest rate risk, which means the value of the fund&#8217;s bond investments is likely to fall if interest rates rise. Bond investments also are subject to credit risk, which is the risk that the issuer of the bond may default on payment of interest or principal. Interest rate risk is generally greater for longer-term bonds, and credit risk is generally greater for below-investment-grade bonds (sometimes referred to as &#8220;junk bonds&#8221;), which may be considered speculative.<br /> <br /> Our use of derivatives may increase these risks by increasing investment exposure (which may be considered leverage) or, in the case of many over-the-counter instruments, because of the potential inability to terminate or sell derivatives positions and the potential failure of the other party to the instrument to meet its obligations.<br /> <br /> The fund may not achieve its goal, and it is not intended to be a complete investment program. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. It is important to understand that you can lose money by investing in the fund. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. <b>Performance</b> The performance information below gives some indication of the risks associated with an investment in the fund by showing the fund&#146;s performance year to year and over time. The bar chart does not reflect the impact of sales charges. If it did, performance would be lower. Please remember that past performance is not necessarily an indication of future results. Monthly performance figures for the fund are available at putnam.com. The performance information below gives some indication of the risks associated with an investment in the fund by showing the fund&#146;s performance year to year and over time. putnam.com 0.0404 0.1225 0.0092 -0.4030 0.2580 0.1115 0.0271 0.1236 0.1776 0.1048 Please remember that past performance is not necessarily an indication of future results. <b>Annual total returns for class A shares before sales charges</b> The bar chart does not reflect the impact of sales charges. If it did, performance would be lower. Year-to-date performance<br /><b>through 9/30/15&#160;&#160;&#160;&#160;-4.40%<br /><br /></b>Best calendar quarter<br /><b>Q2 2009&#160;&#160;&#160;12.57%<br /><br /></b>Worst calendar quarter<br /><b>Q4 2008&#160;&#160;&#160;&#160;&#150;26.96%</b> Year-to-date performance through 2015-09-30 -0.0440 2009-06-30 Best calendar quarter 0.1257 Worst calendar quarter 2008-12-31 -0.2696 <div style="display: none">~ http://xbrl.sec.gov/rr/role/BarChartData column period compact * column dei_LegalEntityAxis compact gpfob_S000005597Member column rr_ProspectusShareClassAxis compact * row primary compact * ~</div> <b>Average annual total returns after sales charges </b><i>(for periods ending 12/31/14)</i> 0.0336 0.0334 0.0320 0.0310 0.0373 0.0424 0.0424 0.0425 0.0240 0.0252 0.0767 0.0471 0.0708 0.0948 0.0967 0.0996 0.0944 0.1051 0.1106 0.1105 0.1108 0.0917 0.0751 0.1545 0.0445 0.1133 0.0413 0.0464 0.0869 0.0610 0.1017 0.1078 0.1077 0.1089 0.0376 0.0254 0.1369 0.0597 0.1075 The fund&#8217;s performance is compared to the Barclays U.S. Aggregate Bond Index, an unmanaged index of U.S. investment-grade fixed income securities. The fund&#8217;s performance is also compared to the S&#38;P 500 Index, an unmanaged index of large U.S. company stocks. In addition, the fund&#8217;s performance is compared to the George Putnam Blended Index, an unmanaged index administered by Putnam Management, 60% of which is the S&#38;P 500 Index and 40% of which is the Barclays U.S. Aggregate Bond Index.<br /> <br /> After-tax returns reflect the historical highest individual federal marginal income tax rates and do not reflect state and local taxes. Actual after-tax returns depend on an investor&#8217;s tax situation and may differ from those shown. After-tax returns are shown for class A shares only and will vary for other classes. These after-tax returns do not apply if you hold your fund shares through a 401(k) plan, an IRA, or another tax-advantaged arrangement.<br /> <br /> Class B share performance reflects conversion to class A shares after eight years. 2015-07-31 <div style="display: none">~ http://xbrl.sec.gov/rr/role/PerformanceTableData column period compact * column dei_LegalEntityAxis compact gpfob_S000005597Member column rr_ProspectusShareClassAxis compact * row primary compact * ~</div> 2015-11-30 You may qualify for sales charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Putnam funds. More information about these and other discounts is available from your financial advisor and in<i> How do I buy fund shares?</i> beginning on page 14 of the fund&#8217;s prospectus and in <i>How to buy shares</i> beginning on page II-1 of the fund&#8217;s statement of additional information (SAI). 50000 After-tax returns reflect the historical highest individual federal marginal income tax rates and do not reflect state and local taxes. Actual after-tax returns depend on an investor&#8217;s tax situation and may differ from those shown. After-tax returns are shown for class A shares only and will vary for other classes. The fund&#8217;s performance is compared to the Barclays U.S. Aggregate Bond Index, an unmanaged index of U.S. investment-grade fixed income securities. The fund&#8217;s performance is also compared to the S&amp;P 500 Index, an unmanaged index of large U.S. company stocks. In addition, the fund&#8217;s performance is compared to the George Putnam Blended Index, an unmanaged index administered by Putnam Management, 60% of which is the S&amp;P 500 Index and 40% of which is the Barclays U.S. Aggregate Bond Index. 2015-11-30 Applies only to certain redemptions of shares bought with no initial sales charge. This charge is phased out over six years. This charge is eliminated after one year. Performance for class R5 and class R6 shares prior to their inception (12/2/13) is derived from the historical performance of class Y shares and has not been adjusted for the lower investor servicing fees applicable to class R5 and class R6 shares; had it, returns would have been higher. EX-101.SCH 3 gpfob-20151130.xsd XBRL SCHEMA FILE EX-101.DEF 4 gpfob-20151130_def.xml XBRL DEFINITION FILE EX-101.LAB 5 gpfob-20151130_lab.xml XBRL LABEL FILE George Putnam Balanced Fund Legal Entity [Axis] Class A Share Class [Axis] Class B Class C Class M Class R Class Y Class R5 Class R6 after taxes on distributions Performance Measure [Axis] after taxes on distributions and sale of fund shares S&P 500 Index (no deduction for fees, expenses or taxes) Barclays U.S. Aggregate Bond Index (no deduction for fees, expenses or taxes) George Putnam Blended Index (no deduction for fees, expenses or taxes) Document Type Document Period End Date Registrant Name Central Index Key Amendment Flag Amendment Description Trading Symbol Document Creation Date Document Effective Date Prospectus Date Risk/Return [Heading] Objective [Heading] Objective, Primary [Text Block] Objective, Secondary [Text Block] Expense [Heading] Expense Narrative [Text Block] Shareholder Fees Caption [Text] Shareholder Fees Column [Text] Maximum Cumulative Sales Charge (as a percentage of Offering Price) Maximum Cumulative Sales Charge (as a percentage) Maximum sales charge (load) imposed on purchases (as a percentage of offering price) Maximum Deferred Sales Charge (as a percentage of Offering Price) Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) Maximum Sales Charge on Reinvested Dividends and Distributions (as a percentage) Redemption Fee (as a percentage of Amount Redeemed) Redemption Fee Exchange Fee (as a percentage of Amount Redeemed) Exchange Fee Maximum Account Fee (as a percentage of Assets) Maximum Account Fee Shareholder Fee, Other Operating Expenses Caption [Text] Operating Expenses Column [Text] Management fees Distribution and service (12b-1) fees Distribution or Similar (Non 12b-1) Fees Component1 Other Expenses Component2 Other Expenses Component3 Other Expenses Other expenses Acquired Fund Fees and Expenses Total annual fund operating expenses Fee Waiver or Reimbursement Net Expenses (as a percentage of Assets) Fee Waiver or Reimbursement over Assets, Date of Termination Portfolio Turnover [Heading] Portfolio Turnover [Text Block] Portfolio Turnover, Rate Expense Footnotes [Text Block] Expenses Deferred Charges [Text Block] Expenses Range of Exchange Fees [Text Block] Expense Breakpoint Discounts [Text] Expense Breakpoint, Minimum Investment Required [Amount] Expense Exchange Traded Fund Commissions [Text] Expenses Represent Both Master and Feeder [Text] Expenses Explanation of Nonrecurring Account Fee [Text] Other Expenses, New Fund, Based on Estimates [Text] Acquired Fund Fees and Expenses, Based on Estimates [Text] Expenses Other Expenses Had Extraordinary Expenses Been Included [Text] Expenses Restated to Reflect Current [Text] Expenses Not Correlated to Ratio Due to Acquired Fund Fees [Text] Expense Example [Heading] Expense Example by Year [Heading] Expense Example Narrative [Text Block] Expense Example by, Year, Caption [Text] Expense Example, with Redemption, 1 Year Expense Example, with Redemption, 3 Years Expense Example, with Redemption, 5 Years Expense Example, with Redemption, 10 Years Expense Example, No Redemption Narrative [Text Block] Expense Example, No Redemption, By Year, Caption [Text] Expense Example, No Redemption, 1 Year Expense Example, No Redemption, 3 Years Expense Example, No Redemption, 5 Years Expense Example, No Redemption, 10 Years Expense Example Footnotes [Text Block] Expense Example Closing [Text Block] Strategy [Heading] Strategy Narrative [Text Block] Strategy Portfolio Concentration [Text] Risk [Heading] Risk Narrative [Text Block] Risk Footnotes [Text Block] Risk Closing [Text Block] Risk Lose Money [Text] Risk Nondiversified Status [Text] Risk Money Market Fund [Text] Risk Not Insured Depository Institution [Text] Risk Caption Risk Column [Text] Risk [Text] Bar Chart and Performance Table [Heading] Performance Narrative [Text Block] Performance Information Illustrates Variability of Returns [Text] Performance One Year or Less [Text] Performance Additional Market Index [Text] Performance Availability Phone [Text] Performance Availability Website Address [Text] Performance Past Does Not Indicate Future [Text] Bar Chart [Heading] Bar Chart Narrative [Text Block] Bar Chart Does Not Reflect Sales Loads [Text] Annual Return Caption [Text] Annual Return, Column [Text] Annual Return, Inception Date Annual Return 1990 Annual Return 1991 Annual Return 1992 Annual Return 1993 Annual Return 1994 Annual Return 1995 Annual Return 1996 Annual Return 1997 Annual Return 1998 Annual Return 1999 Annual Return 2000 Annual Return 2001 Annual Return 2002 Annual Return 2003 Annual Return 2004 Annual Return 2005 Annual Return 2006 Annual Return 2007 Annual Return 2008 Annual Return 2009 Annual Return 2010 Annual Return 2011 Annual Return 2012 Annual Return 2013 Annual Return 2014 Annual Return 2015 Annual Return 2016 Annual Return 2017 Annual Return 2018 Annual Return 2019 Annual Return 2020 Bar Chart Footnotes [Text Block] Bar Chart Closing [Text Block] Bar Chart, Reason Selected Class Different from Immediately Preceding Period [Text] Bar Chart, Returns for Class Not Offered in Prospectus [Text] Year to Date Return, Label Bar Chart, Year to Date Return, Date Bar Chart, Year to Date Return Highest Quarterly Return, Label Highest Quarterly Return, Date Highest Quarterly Return Lowest Quarterly Return, Label Lowest Quarterly Return, Date Lowest Quarterly Return Performance Table Heading Performance Table Does Reflect Sales Loads Performance Table Market Index Changed Index No Deduction for Fees, Expenses, Taxes [Text] Performance Table Uses Highest Federal Rate Performance Table Not Relevant to Tax Deferred Performance Table One Class of after Tax Shown [Text] Performance Table Explanation after Tax Higher Performance Table Narrative Performance Table Footnotes, Reason Performance Information for Class Different from Immediately Preceding Period [Text] Performance Table Footnotes Performance Table Closing [Text Block] Caption Column Label 1 Year 5 Years 10 Years Since Inception Inception Date Money Market Seven Day Yield, Caption [Text] Money Market Seven Day Yield Column [Text] Money Market Seven Day Yield Phone Money Market Seven Day Yield Money Market Seven Day Tax Equivalent Yield Thirty Day Yield Caption Thirty Day Yield Column [Text] Thirty Day Yield Phone Thirty Day Yield Thirty Day Tax Equivalent Yield Shareholder Fees [Table] Annual Fund Operating Expenses [Table] Expense Example, With Redemption [Table] Expense Example, No Redemption [Table] Bar Chart [Table] Performance [Table] Market Index Performance [Table] Expense Example, By Year, Column [Text] Expense Example, No Redemption, By Year, Column [Text] Risk/Return Detail [Table] George Putnam Balanced Fund Class A Class B Class C Class M Class R Class R5 Class R6 Class Y SP 500 Index Barclay USA Aggregate Bond Index George Putnam 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George Putnam Balanced Fund
Fund summary
Goal
George Putnam Balanced 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.
Fees and expenses
The following table describes the fees and expenses you may pay if you buy and hold shares of the fund. You may qualify for sales charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Putnam funds. More information about these and other discounts is available from your financial advisor and in How do I buy fund shares? beginning on page 16 of the fund’s prospectus and in How to buy shares beginning on page II-1 of the fund’s statement of additional information (SAI).
Shareholder fees (fees paid directly from your investment)
Shareholder Fees - George Putnam Balanced Fund
Class A
Class B
Class C
Class M
Class R
Class R5
Class R6
Class Y
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) 5.75% none none 3.50% none none none none
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) 1.00% [1] 5.00% [2] 1.00% [3] none none none none none
[1] Applies only to certain redemptions of shares bought with no initial sales charge.
[2] This charge is phased out over six years.
[3] This charge is eliminated after one year.
Annual fund operating expenses (expenses you pay each year as a percentage of the value of your investment)
Annual Fund Operating Expenses - George Putnam Balanced Fund
Class A
Class B
Class C
Class M
Class R
Class R5
Class R6
Class Y
Management fees 0.52% 0.52% 0.52% 0.52% 0.52% 0.52% 0.52% 0.52%
Distribution and service (12b-1) fees 0.25% 1.00% 1.00% 0.75% 0.50% none none none
Other expenses 0.20% 0.20% 0.20% 0.20% 0.20% 0.20% 0.10% 0.20%
Total annual fund operating expenses 0.97% 1.72% 1.72% 1.47% 1.22% 0.72% 0.62% 0.72%
Example
The following hypothetical example is intended to help you compare the cost of investing in the fund with the cost of investing in other funds. It assumes that you invest $10,000 in the fund for the time periods indicated and then, except as indicated, redeem all your shares at the end of those periods. It assumes a 5% return on your investment each year and that the fund’s operating expenses remain the same. Your actual costs may be higher or lower.
Expense Example - George Putnam Balanced Fund - USD ($)
Expense Example, with Redemption, 1 Year
Expense Example, with Redemption, 3 Years
Expense Example, with Redemption, 5 Years
Expense Example, with Redemption, 10 Years
Class A 668 866 1,080 1,696
Class B 675 842 1,133 1,831
Class C 275 542 933 2,030
Class M 494 799 1,125 2,046
Class R 124 387 670 1,477
Class R5 74 231 402 897
Class R6 63 199 346 774
Class Y 74 230 401 894
Expense Example, No Redemption - George Putnam Balanced Fund - USD ($)
Expense Example, No Redemption, 1 Year
Expense Example, No Redemption, 3 Years
Expense Example, No Redemption, 5 Years
Expense Example, No Redemption, 10 Years
Class B 175 542 933 1,831
Class C 175 542 933 2,030
Portfolio turnover
The fund pays transaction-related costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher turnover rate may indicate higher transaction costs and may result in higher taxes when the fund’s shares are held in a taxable account. These costs, which are not reflected in annual fund operating expenses or the above example, affect fund performance. The fund’s turnover rate in the most recent fiscal year was 130%.
Investments
We invest mainly in a combination of bonds and common stocks (growth or value stocks or both) of large U.S. companies, with a greater focus on common stocks. For example, we may purchase stocks of companies with stock prices that reflect a value lower than that which we place on the company. We may also consider other factors that we believe will cause the stock price to rise. We buy bonds of governments and private companies that are mostly investment-grade in quality with intermediate- to long-term maturities (three years or longer). We may consider, among other factors, a company’s valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell equity investments, and, among other factors, credit, interest rate and prepayment risks, as well as general market conditions, when deciding whether to buy or sell fixed-income investments. We may also use derivatives, such as futures, options, warrants and swap contracts, for both hedging and non-hedging purposes.
Risks
It is important to understand that you can lose money by investing in the fund.

The value of stocks and bonds in the fund’s portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions of the risk of default, changes in government intervention in the financial markets, and factors related to a specific issuer or industry. These factors may also lead to periods of high volatility and reduced liquidity in the bond markets. Growth stocks may be more susceptible to earnings disappointments, and value stocks may fail to rebound.

Bond investments are subject to interest rate risk, which means the value of the fund’s bond investments is likely to fall if interest rates rise. Bond investments also are subject to credit risk, which is the risk that the issuer of the bond may default on payment of interest or principal. Interest rate risk is generally greater for longer-term bonds, and credit risk is generally greater for below-investment-grade bonds (sometimes referred to as “junk bonds”), which may be considered speculative.

Our use of derivatives may increase these risks by increasing investment exposure (which may be considered leverage) or, in the case of many over-the-counter instruments, because of the potential inability to terminate or sell derivatives positions and the potential failure of the other party to the instrument to meet its obligations.

The fund may not achieve its goal, and it is not intended to be a complete investment program. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
Performance
The performance information below gives some indication of the risks associated with an investment in the fund by showing the fund’s performance year to year and over time. The bar chart does not reflect the impact of sales charges. If it did, performance would be lower. Please remember that past performance is not necessarily an indication of future results. Monthly performance figures for the fund are available at putnam.com.
Annual total returns for class A shares before sales charges
Bar Chart
Year-to-date performance
through 9/30/15    -4.40%

Best calendar quarter
Q2 2009   12.57%

Worst calendar quarter
Q4 2008    –26.96%
Average annual total returns after sales charges (for periods ending 12/31/14)
Average Annual Total Returns - George Putnam Balanced Fund
1 Year
5 Years
10 Years
Class A 4.13% 9.48% 3.36%
Class A | after taxes on distributions 3.76% 9.17% 2.40%
Class A | after taxes on distributions and sale of fund shares 2.54% 7.51% 2.52%
Class B 4.64% 9.67% 3.34%
Class C 8.69% 9.96% 3.20%
Class M 6.10% 9.44% 3.10%
Class R 10.17% 10.51% 3.73%
Class R5 [1] 10.77% 11.05% 4.24%
Class R6 [1] 10.89% 11.08% 4.25%
Class Y 10.78% 11.06% 4.24%
S&P 500 Index (no deduction for fees, expenses or taxes) 13.69% 15.45% 7.67%
Barclays U.S. Aggregate Bond Index (no deduction for fees, expenses or taxes) 5.97% 4.45% 4.71%
George Putnam Blended Index (no deduction for fees, expenses or taxes) 10.75% 11.33% 7.08%
[1] Performance for class R5 and class R6 shares prior to their inception (12/2/13) is derived from the historical performance of class Y shares and has not been adjusted for the lower investor servicing fees applicable to class R5 and class R6 shares; had it, returns would have been higher.
The fund’s performance is compared to the Barclays U.S. Aggregate Bond Index, an unmanaged index of U.S. investment-grade fixed income securities. The fund’s performance is also compared to the S&P 500 Index, an unmanaged index of large U.S. company stocks. In addition, the fund’s performance is compared to the George Putnam Blended Index, an unmanaged index administered by Putnam Management, 60% of which is the S&P 500 Index and 40% of which is the Barclays U.S. Aggregate Bond Index.

After-tax returns reflect the historical highest individual federal marginal income tax rates and do not reflect state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown. After-tax returns are shown for class A shares only and will vary for other classes. These after-tax returns do not apply if you hold your fund shares through a 401(k) plan, an IRA, or another tax-advantaged arrangement.

Class B share performance reflects conversion to class A shares after eight years.
XML 10 R8.htm IDEA: XBRL DOCUMENT v3.3.1.900
Label Element Value
Risk Return Abstract rr_RiskReturnAbstract  
Document Type dei_DocumentType 485BPOS
Document Period End Date dei_DocumentPeriodEndDate Jul. 31, 2015
Registrant Name dei_EntityRegistrantName GEORGE PUTNAM BALANCED FUND
Central Index Key dei_EntityCentralIndexKey 0000081259
Amendment Flag dei_AmendmentFlag false
Trading Symbol dei_TradingSymbol pgeox
Document Creation Date dei_DocumentCreationDate Nov. 27, 2015
Document Effective Date dei_DocumentEffectiveDate Nov. 30, 2015
Prospectus Date rr_ProspectusDate Nov. 30, 2015
George Putnam Balanced Fund  
Risk Return Abstract rr_RiskReturnAbstract  
Risk/Return [Heading] rr_RiskReturnHeading Fund summary
Objective [Heading] rr_ObjectiveHeading Goal
Objective, Primary [Text Block] rr_ObjectivePrimaryTextBlock George Putnam Balanced 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.
Expense [Heading] rr_ExpenseHeading Fees and expenses
Expense Narrative [Text Block] rr_ExpenseNarrativeTextBlock The following table describes the fees and expenses you may pay if you buy and hold shares of the fund. You may qualify for sales charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Putnam funds. More information about these and other discounts is available from your financial advisor and in How do I buy fund shares? beginning on page 16 of the fund’s prospectus and in How to buy shares beginning on page II-1 of the fund’s statement of additional information (SAI).
Shareholder Fees Caption [Text] rr_ShareholderFeesCaption Shareholder fees (fees paid directly from your investment)
Operating Expenses Caption [Text] rr_OperatingExpensesCaption Annual fund operating expenses (expenses you pay each year as a percentage of the value of your investment)
Portfolio Turnover [Heading] rr_PortfolioTurnoverHeading Portfolio turnover
Portfolio Turnover [Text Block] rr_PortfolioTurnoverTextBlock The fund pays transaction-related costs, such as commissions, when it buys and sells securities (or “turns over” its portfolio). A higher turnover rate may indicate higher transaction costs and may result in higher taxes when the fund’s shares are held in a taxable account. These costs, which are not reflected in annual fund operating expenses or the above example, affect fund performance. The fund’s turnover rate in the most recent fiscal year was 130%.
Portfolio Turnover, Rate rr_PortfolioTurnoverRate 130.00%
Expense Breakpoint Discounts [Text] rr_ExpenseBreakpointDiscounts You may qualify for sales charge discounts if you and your family invest, or agree to invest in the future, at least $50,000 in Putnam funds. More information about these and other discounts is available from your financial advisor and in How do I buy fund shares? beginning on page 14 of the fund’s prospectus and in How to buy shares beginning on page II-1 of the fund’s statement of additional information (SAI).
Expense Breakpoint, Minimum Investment Required [Amount] rr_ExpenseBreakpointMinimumInvestmentRequiredAmount $ 50,000
Expense Example [Heading] rr_ExpenseExampleHeading Example
Expense Example Narrative [Text Block] rr_ExpenseExampleNarrativeTextBlock The following hypothetical example is intended to help you compare the cost of investing in the fund with the cost of investing in other funds. It assumes that you invest $10,000 in the fund for the time periods indicated and then, except as indicated, redeem all your shares at the end of those periods. It assumes a 5% return on your investment each year and that the fund’s operating expenses remain the same. Your actual costs may be higher or lower.
Strategy [Heading] rr_StrategyHeading Investments
Strategy Narrative [Text Block] rr_StrategyNarrativeTextBlock We invest mainly in a combination of bonds and common stocks (growth or value stocks or both) of large U.S. companies, with a greater focus on common stocks. For example, we may purchase stocks of companies with stock prices that reflect a value lower than that which we place on the company. We may also consider other factors that we believe will cause the stock price to rise. We buy bonds of governments and private companies that are mostly investment-grade in quality with intermediate- to long-term maturities (three years or longer). We may consider, among other factors, a company’s valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell equity investments, and, among other factors, credit, interest rate and prepayment risks, as well as general market conditions, when deciding whether to buy or sell fixed-income investments. We may also use derivatives, such as futures, options, warrants and swap contracts, for both hedging and non-hedging purposes.
Risk [Heading] rr_RiskHeading Risks
Risk Narrative [Text Block] rr_RiskNarrativeTextBlock It is important to understand that you can lose money by investing in the fund.

The value of stocks and bonds in the fund’s portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions of the risk of default, changes in government intervention in the financial markets, and factors related to a specific issuer or industry. These factors may also lead to periods of high volatility and reduced liquidity in the bond markets. Growth stocks may be more susceptible to earnings disappointments, and value stocks may fail to rebound.

Bond investments are subject to interest rate risk, which means the value of the fund’s bond investments is likely to fall if interest rates rise. Bond investments also are subject to credit risk, which is the risk that the issuer of the bond may default on payment of interest or principal. Interest rate risk is generally greater for longer-term bonds, and credit risk is generally greater for below-investment-grade bonds (sometimes referred to as “junk bonds”), which may be considered speculative.

Our use of derivatives may increase these risks by increasing investment exposure (which may be considered leverage) or, in the case of many over-the-counter instruments, because of the potential inability to terminate or sell derivatives positions and the potential failure of the other party to the instrument to meet its obligations.

The fund may not achieve its goal, and it is not intended to be a complete investment program. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
Risk Lose Money [Text] rr_RiskLoseMoney It is important to understand that you can lose money by investing in the fund.
Risk Not Insured Depository Institution [Text] rr_RiskNotInsuredDepositoryInstitution An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
Bar Chart and Performance Table [Heading] rr_BarChartAndPerformanceTableHeading Performance
Performance Narrative [Text Block] rr_PerformanceNarrativeTextBlock The performance information below gives some indication of the risks associated with an investment in the fund by showing the fund’s performance year to year and over time. The bar chart does not reflect the impact of sales charges. If it did, performance would be lower. Please remember that past performance is not necessarily an indication of future results. Monthly performance figures for the fund are available at putnam.com.
Performance Information Illustrates Variability of Returns [Text] rr_PerformanceInformationIllustratesVariabilityOfReturns The performance information below gives some indication of the risks associated with an investment in the fund by showing the fund’s performance year to year and over time.
Performance Additional Market Index [Text] rr_PerformanceAdditionalMarketIndex The fund’s performance is compared to the Barclays U.S. Aggregate Bond Index, an unmanaged index of U.S. investment-grade fixed income securities. The fund’s performance is also compared to the S&P 500 Index, an unmanaged index of large U.S. company stocks. In addition, the fund’s performance is compared to the George Putnam Blended Index, an unmanaged index administered by Putnam Management, 60% of which is the S&P 500 Index and 40% of which is the Barclays U.S. Aggregate Bond Index.
Performance Availability Website Address [Text] rr_PerformanceAvailabilityWebSiteAddress putnam.com
Performance Past Does Not Indicate Future [Text] rr_PerformancePastDoesNotIndicateFuture Please remember that past performance is not necessarily an indication of future results.
Bar Chart [Heading] rr_BarChartHeading Annual total returns for class A shares before sales charges
Bar Chart Does Not Reflect Sales Loads [Text] rr_BarChartDoesNotReflectSalesLoads The bar chart does not reflect the impact of sales charges. If it did, performance would be lower.
Bar Chart Closing [Text Block] rr_BarChartClosingTextBlock Year-to-date performance
through 9/30/15    -4.40%

Best calendar quarter
Q2 2009   12.57%

Worst calendar quarter
Q4 2008    –26.96%
Year to Date Return, Label rr_YearToDateReturnLabel Year-to-date performance through
Bar Chart, Year to Date Return, Date rr_BarChartYearToDateReturnDate Sep. 30, 2015
Bar Chart, Year to Date Return rr_BarChartYearToDateReturn (4.40%)
Highest Quarterly Return, Label rr_HighestQuarterlyReturnLabel Best calendar quarter
Highest Quarterly Return, Date rr_BarChartHighestQuarterlyReturnDate Jun. 30, 2009
Highest Quarterly Return rr_BarChartHighestQuarterlyReturn 12.57%
Lowest Quarterly Return, Label rr_LowestQuarterlyReturnLabel Worst calendar quarter
Lowest Quarterly Return, Date rr_BarChartLowestQuarterlyReturnDate Dec. 31, 2008
Lowest Quarterly Return rr_BarChartLowestQuarterlyReturn (26.96%)
Performance Table Heading rr_PerformanceTableHeading Average annual total returns after sales charges (for periods ending 12/31/14)
Performance Table Uses Highest Federal Rate rr_PerformanceTableUsesHighestFederalRate After-tax returns reflect the historical highest individual federal marginal income tax rates and do not reflect state and local taxes.
Performance Table Not Relevant to Tax Deferred rr_PerformanceTableNotRelevantToTaxDeferred Actual after-tax returns depend on an investor’s tax situation and may differ from those shown.
Performance Table One Class of after Tax Shown [Text] rr_PerformanceTableOneClassOfAfterTaxShown After-tax returns are shown for class A shares only and will vary for other classes.
Performance Table Closing [Text Block] rr_PerformanceTableClosingTextBlock The fund’s performance is compared to the Barclays U.S. Aggregate Bond Index, an unmanaged index of U.S. investment-grade fixed income securities. The fund’s performance is also compared to the S&P 500 Index, an unmanaged index of large U.S. company stocks. In addition, the fund’s performance is compared to the George Putnam Blended Index, an unmanaged index administered by Putnam Management, 60% of which is the S&P 500 Index and 40% of which is the Barclays U.S. Aggregate Bond Index.

After-tax returns reflect the historical highest individual federal marginal income tax rates and do not reflect state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown. After-tax returns are shown for class A shares only and will vary for other classes. These after-tax returns do not apply if you hold your fund shares through a 401(k) plan, an IRA, or another tax-advantaged arrangement.

Class B share performance reflects conversion to class A shares after eight years.
George Putnam Balanced Fund | Class A  
Risk Return Abstract rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice 5.75%
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) rr_MaximumDeferredSalesChargeOverOther 1.00% [1]
Management fees rr_ManagementFeesOverAssets 0.52%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 0.25%
Other expenses rr_OtherExpensesOverAssets 0.20%
Total annual fund operating expenses rr_ExpensesOverAssets 0.97%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 $ 668
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 866
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,080
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 $ 1,696
Annual Return 2005 rr_AnnualReturn2005 4.04%
Annual Return 2006 rr_AnnualReturn2006 12.25%
Annual Return 2007 rr_AnnualReturn2007 0.92%
Annual Return 2008 rr_AnnualReturn2008 (40.30%)
Annual Return 2009 rr_AnnualReturn2009 25.80%
Annual Return 2010 rr_AnnualReturn2010 11.15%
Annual Return 2011 rr_AnnualReturn2011 2.71%
Annual Return 2012 rr_AnnualReturn2012 12.36%
Annual Return 2013 rr_AnnualReturn2013 17.76%
Annual Return 2014 rr_AnnualReturn2014 10.48%
1 Year rr_AverageAnnualReturnYear01 4.13%
5 Years rr_AverageAnnualReturnYear05 9.48%
10 Years rr_AverageAnnualReturnYear10 3.36%
George Putnam Balanced Fund | Class B  
Risk Return Abstract rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) rr_MaximumDeferredSalesChargeOverOther 5.00% [2]
Management fees rr_ManagementFeesOverAssets 0.52%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other expenses rr_OtherExpensesOverAssets 0.20%
Total annual fund operating expenses rr_ExpensesOverAssets 1.72%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 $ 675
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 842
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,133
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 1,831
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 175
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 542
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 933
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 $ 1,831
1 Year rr_AverageAnnualReturnYear01 4.64%
5 Years rr_AverageAnnualReturnYear05 9.67%
10 Years rr_AverageAnnualReturnYear10 3.34%
George Putnam Balanced Fund | Class C  
Risk Return Abstract rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) rr_MaximumDeferredSalesChargeOverOther 1.00% [3]
Management fees rr_ManagementFeesOverAssets 0.52%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 1.00%
Other expenses rr_OtherExpensesOverAssets 0.20%
Total annual fund operating expenses rr_ExpensesOverAssets 1.72%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 $ 275
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 542
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 933
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 2,030
Expense Example, No Redemption, 1 Year rr_ExpenseExampleNoRedemptionYear01 175
Expense Example, No Redemption, 3 Years rr_ExpenseExampleNoRedemptionYear03 542
Expense Example, No Redemption, 5 Years rr_ExpenseExampleNoRedemptionYear05 933
Expense Example, No Redemption, 10 Years rr_ExpenseExampleNoRedemptionYear10 $ 2,030
1 Year rr_AverageAnnualReturnYear01 8.69%
5 Years rr_AverageAnnualReturnYear05 9.96%
10 Years rr_AverageAnnualReturnYear10 3.20%
George Putnam Balanced Fund | Class M  
Risk Return Abstract rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice 3.50%
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) rr_MaximumDeferredSalesChargeOverOther none
Management fees rr_ManagementFeesOverAssets 0.52%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 0.75%
Other expenses rr_OtherExpensesOverAssets 0.20%
Total annual fund operating expenses rr_ExpensesOverAssets 1.47%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 $ 494
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 799
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 1,125
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 $ 2,046
1 Year rr_AverageAnnualReturnYear01 6.10%
5 Years rr_AverageAnnualReturnYear05 9.44%
10 Years rr_AverageAnnualReturnYear10 3.10%
George Putnam Balanced Fund | Class R  
Risk Return Abstract rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) rr_MaximumDeferredSalesChargeOverOther none
Management fees rr_ManagementFeesOverAssets 0.52%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets 0.50%
Other expenses rr_OtherExpensesOverAssets 0.20%
Total annual fund operating expenses rr_ExpensesOverAssets 1.22%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 $ 124
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 387
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 670
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 $ 1,477
1 Year rr_AverageAnnualReturnYear01 10.17%
5 Years rr_AverageAnnualReturnYear05 10.51%
10 Years rr_AverageAnnualReturnYear10 3.73%
George Putnam Balanced Fund | Class R5  
Risk Return Abstract rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) rr_MaximumDeferredSalesChargeOverOther none
Management fees rr_ManagementFeesOverAssets 0.52%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets none
Other expenses rr_OtherExpensesOverAssets 0.20%
Total annual fund operating expenses rr_ExpensesOverAssets 0.72%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 $ 74
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 231
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 402
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 $ 897
1 Year rr_AverageAnnualReturnYear01 10.77% [4]
5 Years rr_AverageAnnualReturnYear05 11.05% [4]
10 Years rr_AverageAnnualReturnYear10 4.24% [4]
George Putnam Balanced Fund | Class R6  
Risk Return Abstract rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) rr_MaximumDeferredSalesChargeOverOther none
Management fees rr_ManagementFeesOverAssets 0.52%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets none
Other expenses rr_OtherExpensesOverAssets 0.10%
Total annual fund operating expenses rr_ExpensesOverAssets 0.62%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 $ 63
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 199
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 346
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 $ 774
1 Year rr_AverageAnnualReturnYear01 10.89% [4]
5 Years rr_AverageAnnualReturnYear05 11.08% [4]
10 Years rr_AverageAnnualReturnYear10 4.25% [4]
George Putnam Balanced Fund | Class Y  
Risk Return Abstract rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) rr_MaximumDeferredSalesChargeOverOther none
Management fees rr_ManagementFeesOverAssets 0.52%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets none
Other expenses rr_OtherExpensesOverAssets 0.20%
Total annual fund operating expenses rr_ExpensesOverAssets 0.72%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 $ 74
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 230
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 401
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 $ 894
1 Year rr_AverageAnnualReturnYear01 10.78%
5 Years rr_AverageAnnualReturnYear05 11.06%
10 Years rr_AverageAnnualReturnYear10 4.24%
George Putnam Balanced Fund | after taxes on distributions | Class A  
Risk Return Abstract rr_RiskReturnAbstract  
1 Year rr_AverageAnnualReturnYear01 3.76%
5 Years rr_AverageAnnualReturnYear05 9.17%
10 Years rr_AverageAnnualReturnYear10 2.40%
George Putnam Balanced Fund | after taxes on distributions and sale of fund shares | Class A  
Risk Return Abstract rr_RiskReturnAbstract  
1 Year rr_AverageAnnualReturnYear01 2.54%
5 Years rr_AverageAnnualReturnYear05 7.51%
10 Years rr_AverageAnnualReturnYear10 2.52%
George Putnam Balanced Fund | S&P 500 Index (no deduction for fees, expenses or taxes)  
Risk Return Abstract rr_RiskReturnAbstract  
1 Year rr_AverageAnnualReturnYear01 13.69%
5 Years rr_AverageAnnualReturnYear05 15.45%
10 Years rr_AverageAnnualReturnYear10 7.67%
George Putnam Balanced Fund | Barclays U.S. Aggregate Bond Index (no deduction for fees, expenses or taxes)  
Risk Return Abstract rr_RiskReturnAbstract  
1 Year rr_AverageAnnualReturnYear01 5.97%
5 Years rr_AverageAnnualReturnYear05 4.45%
10 Years rr_AverageAnnualReturnYear10 4.71%
George Putnam Balanced Fund | George Putnam Blended Index (no deduction for fees, expenses or taxes)  
Risk Return Abstract rr_RiskReturnAbstract  
1 Year rr_AverageAnnualReturnYear01 10.75%
5 Years rr_AverageAnnualReturnYear05 11.33%
10 Years rr_AverageAnnualReturnYear10 7.08%
[1] Applies only to certain redemptions of shares bought with no initial sales charge.
[2] This charge is phased out over six years.
[3] This charge is eliminated after one year.
[4] Performance for class R5 and class R6 shares prior to their inception (12/2/13) is derived from the historical performance of class Y shares and has not been adjusted for the lower investor servicing fees applicable to class R5 and class R6 shares; had it, returns would have been higher.
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