Andrew C. Benson

Portfolio Manager

Mr. Benson is a Portfolio Manager in the Fixed Income group. He specializes in investment-grade and crossover strategies within the Corporate and Tax-Exempt Credit team. Mr. Benson is a Portfolio Manager of George Putnam Balanced Fund, Putnam Income Fund, Putnam Stable Value Fund, Putnam Short Duration Bond Fund, and Putnam Ultra Short Duration Income Fund. He collaborates with portfolio managers and analysts on ESG integration, assessing the fundamental relevance of ESG issues at a security level and the potential for alpha generation and risk mitigation at the portfolio level. Mr. Benson has been in the investment industry since he joined Putnam in 2008. Previously at Putnam, Mr. Benson was an Investment-Grade Trader and an Analyst in the Global Credit Research group, focusing on high-yield and investment-grade issuers in the food, beverage, restaurant, and supermarket sectors. Earlier, he served as a High-Yield Trader and Investment Associate, covering the gaming, technology, and auto supplier sectors.

Mutual Funds

Fact sheet Annual Semi annual
George Putnam Balanced Fund
Overall Morningstar RatingTM among 706 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 475 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar RatingTM among 645 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar RatingTM among 706 funds in the Allocation--50% to 70% Equity category.
Income Fund
Overall Morningstar RatingTM among 568 funds in the Intermediate Core-Plus Bond category.
10-year Morningstar RatingTM among 359 funds in the Intermediate Core-Plus Bond category.
5-year Morningstar RatingTM among 505 funds in the Intermediate Core-Plus Bond category.
Short Duration Bond Fund
Overall Morningstar RatingTM among 550 funds in the Short-Term Bond category.
10-year Morningstar RatingTM among 331 funds in the Short-Term Bond category.
5-year Morningstar RatingTM among 489 funds in the Short-Term Bond category.
Stable Value Fund
Ultra Short Duration Income Fund
3-year Morningstar RatingTM among 214 funds in the Ultrashort Bond category.

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