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 653 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 425 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar RatingTM among 595 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar RatingTM among 653 funds in the Allocation--50% to 70% Equity category.
Research Fund
Overall Morningstar RatingTM among 1254 funds in the Large Blend category.
10-year Morningstar RatingTM among 811 funds in the Large Blend category.
5-year Morningstar RatingTM among 1094 funds in the Large Blend category.
3-year Morningstar RatingTM among 1254 funds in the Large Blend category.

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