Emily E. Shanks

Portfolio Manager

Ms. Shanks is a Portfolio Manager in the Fixed Income group, specializing in investment-grade strategies. She is a Portfolio Manager of George Putnam Balanced Fund, Putnam Income Fund, Putnam Short Duration Bond Fund, and Putnam Ultra Short Duration Income Fund, as well as a variety of institutional mandates. Previously at Putnam, Ms. Shanks was an Analyst in the Global Credit Research group, conducting fundamental analysis of high-yield and investment-grade corporate-bond issuers in the retail and services sector, and making buy/sell recommendations. She joined Putnam in 2012 and has been in the investment industry since 1999.

Funds managed

Fact sheet Annual Semi annual Compare
George Putnam Balanced Fund
Overall Morningstar RatingTM among 641 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 411 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar RatingTM among 573 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar RatingTM among 641 funds in the Allocation--50% to 70% Equity category.
Income Fund
Overall Morningstar RatingTM among 538 funds in the Intermediate Core-Plus Bond category.
10-year Morningstar RatingTM among 341 funds in the Intermediate Core-Plus Bond category.
5-year Morningstar RatingTM among 458 funds in the Intermediate Core-Plus Bond category.
3-year Morningstar RatingTM among 538 funds in the Intermediate Core-Plus Bond category.
Short Duration Bond Fund
Overall Morningstar RatingTM among 518 funds in the Short-Term Bond category.
5-year Morningstar RatingTM among 463 funds in the Short-Term Bond category.
Ultra Short Duration Income Fund