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 686 funds in the Moderate Allocation category.
10-year Morningstar RatingTM among 487 funds in the Moderate Allocation category.
5-year Morningstar RatingTM among 653 funds in the Moderate Allocation category.
Research Fund
Overall Morningstar RatingTM among 1277 funds in the Large Blend category.
10-year Morningstar RatingTM among 874 funds in the Large Blend category.
5-year Morningstar RatingTM among 1178 funds in the Large Blend category.

More from the team

Made in Mexico: Nearshoring is accelerating growth

Reshoring and nearshoring are key trends that could drive meaningful growth, with Mexico as one of the biggest beneficiaries.

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 »

Investor patience may be a virtue as Magnificent Seven stocks rise

Generative AI offers potential in the digital economy, but prudent investors should carefully weigh the value of patience in this stock market rally.

More »

ESG Metrics | Impact report of sustainable investing strategies

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

More »