Portfolio Manager

Andrew C. Benson

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 Rating^TM among 707 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar Rating^TM among 480 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar Rating^TM among 647 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar Rating^TM among 707 funds in the Allocation--50% to 70% Equity category.
Income Fund
Overall Morningstar Rating^TM among 569 funds in the Intermediate Core-Plus Bond category.
10-year Morningstar Rating^TM among 363 funds in the Intermediate Core-Plus Bond category.
5-year Morningstar Rating^TM among 505 funds in the Intermediate Core-Plus Bond category.
Short Duration Bond Fund
Overall Morningstar Rating^TM among 550 funds in the Short-Term Bond category.
10-year Morningstar Rating^TM among 335 funds in the Short-Term Bond category.
5-year Morningstar Rating^TM among 487 funds in the Short-Term Bond category.
Ultra Short Duration Income Fund
Overall Morningstar Rating^TM among 215 funds in the Ultrashort Bond category.
5-year Morningstar Rating^TM among 178 funds in the Ultrashort Bond category.
3-year Morningstar Rating^TM among 215 funds in the Ultrashort Bond category.