Kathryn B. Lakin

Director of Equity Research

Ms. Lakin is Director of Equity Research. She is responsible for managing a team of analysts covering all sectors and regions. She directs research initiatives, ensures quality of the research team’s output, guides sustainability integration within research, and facilitates collaboration between Putnam's equity portfolio managers and the research team. In addition, she is a portfolio manager of George Putnam Balanced Fund and Putnam Research Fund. Ms. Lakin is a member of Putnam's Diversity Advisory Council. She joined Putnam in 2012 and has been in the investment industry since 2008.

Mutual Funds

Fact sheet Annual Semi annual
George Putnam Balanced Fund
Overall Morningstar RatingTM among 695 funds in the Moderate Allocation category.
10-year Morningstar RatingTM among 487 funds in the Moderate Allocation category.
5-year Morningstar RatingTM among 655 funds in the Moderate Allocation category.
3-year Morningstar RatingTM among 695 funds in the Moderate Allocation category.
Research Fund
Overall Morningstar RatingTM among 1298 funds in the Large Blend category.
10-year Morningstar RatingTM among 891 funds in the Large Blend category.
5-year Morningstar RatingTM among 1183 funds in the Large Blend category.
3-year Morningstar RatingTM among 1298 funds in the Large Blend category.

More from the None - Asset Allocation team

The power of diversified alpha

Our diversified alpha approach seeks to avoid performance extremes. We use a stock-driven, rather than style-driven, process that gives us the chance to outperform our benchmarks in all market environments.

More »

ESG materiality | Analyzing the growing role of ESG factors in executive compensation

A rising number of S&P 500 companies are now tying ESG metrics to executive pay. Explore insights on how this impacts corporate goals and investment opportunities.

More »

ESG Metrics | Impact report of sustainable investing strategies

Putnam Investments is pleased to share our 2023 Sustainability and Impact Report.

More »

ESG: Hearing the signal above the noise

In our view, the best opportunities lie not at the extremes of ESG rhetoric, but at the heart of sustainability substance.

More »