Emily E. Shanks

Portfolio Manager

Ms. Shanks is a Portfolio Manager in the Fixed Income group, specializing in investment-grade strategies. She is a Portfolio Manager of George Putnam Balanced Fund, Putnam Income Fund, Putnam Short Duration Bond Fund, and Putnam Short Duration Income Fund, as well as a variety of institutional mandates. Previously at Putnam, Ms. Shanks was an Analyst in the Global Credit Research group, conducting fundamental analysis of high-yield and investment-grade corporate-bond issuers in the retail and services sector, and making buy/sell recommendations. She joined Putnam in 2012 and has been in the investment industry since 1999.

Funds managed

Fact sheet Annual Semi annual
George Putnam Balanced Fund
Overall Morningstar RatingTM among 688 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 444 funds in the Allocation--50% to 70% Equity category.
5-year Morningstar RatingTM among 605 funds in the Allocation--50% to 70% Equity category.
3-year Morningstar RatingTM among 688 funds in the Allocation--50% to 70% Equity category.
Income Fund
Overall Morningstar RatingTM among 555 funds in the Intermediate Core-Plus Bond category.
10-year Morningstar RatingTM among 343 funds in the Intermediate Core-Plus Bond category.
3-year Morningstar RatingTM among 555 funds in the Intermediate Core-Plus Bond category.
Short Duration Bond Fund
5-year Morningstar RatingTM among 419 funds in the Short-Term Bond category.
3-year Morningstar RatingTM among 481 funds in the Short-Term Bond category.
Short Duration Income Fund