Andrew C. Benson

Portfolio Manager

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 Putnam Core Bond Fund, George Putnam Balanced Fund, Putnam Income Fund, Putnam Stable Value Fund, Putnam Short Duration Bond Fund, and Putnam Ultra Short Duration Income Fund, Putnam ESG Core Bond ETF, and Putnam ESG Ultra Short ETF. 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.

ETFs

Putnam ESG Core Bond ETF
Putnam ESG Ultra Short ETF

Mutual Funds

Fact sheet Annual Semi annual
Core Bond Fund
Overall Morningstar RatingTM among 416 funds in the Intermediate Core Bond category.
10-year Morningstar RatingTM among 282 funds in the Intermediate Core Bond category.
5-year Morningstar RatingTM among 380 funds in the Intermediate Core Bond category.
3-year Morningstar RatingTM among 416 funds in the Intermediate Core Bond category.
George Putnam Balanced Fund
Overall Morningstar RatingTM among 680 funds in the Moderate Allocation category.
10-year Morningstar RatingTM among 483 funds in the Moderate Allocation category.
5-year Morningstar RatingTM among 654 funds in the Moderate Allocation category.
Income Fund
Short Duration Bond Fund
Overall Morningstar RatingTM among 532 funds in the Short-Term Bond category.
10-year Morningstar RatingTM among 352 funds in the Short-Term Bond category.
5-year Morningstar RatingTM among 476 funds in the Short-Term Bond category.
3-year Morningstar RatingTM among 532 funds in the Short-Term Bond category.
Ultra Short Duration Income Fund
Overall Morningstar RatingTM among 208 funds in the Ultrashort Bond category.
10-year Morningstar RatingTM among 98 funds in the Ultrashort Bond category.
5-year Morningstar RatingTM among 181 funds in the Ultrashort Bond category.
3-year Morningstar RatingTM among 208 funds in the Ultrashort Bond category.

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