EX-99 5 perclass001.txt George Putnam Balanced Fund, July 31, 2016 annual report Because the electronic format for filing Form NSAR does not provide adequate space for responding to certain items correctly, the correct answers are as follows: 72DD1 (000s omitted) Class A 11,362 Class B 102 Class C 196 Class M 502 72DD2 (000s omitted) Class R 5 Class R5 1,028 Class R6 367 Class Y 1,303 73A1 Class A 0.201 Class B 0.077 Class C 0.083 Class M 0.120 73A2 Class R 0.151 Class R5 0.245 Class R6 0.259 Class Y 0.242 74U1 (000s omitted) Class A 54,852 Class B 1,256 Class C 2,416 Class M 3,895 74U2 (000s omitted) Class R 24 Class R5 4,394 Class R6 459 Class Y 3,341 74V1 Class A 17.38 Class B 17.18 Class C 17.26 Class M 17.15 74V2 Class R 17.33 Class R5 17.45 Class R6 17.45 Class Y 17.45 Item 61 Open end funds only Additional Information About Minimum Required Investment Shareholders can open a fund account with as little as $500 and make subsequent investments in any amount. The minimum investment is waived if you make regular investments weekly, semi monthly, or monthly through automatic deductions through your bank checking or savings account. Currently, Putnam is waiving the minimum, but reserves the right to reject initial investments under the minimum. Item 85B Additional Information About Errors and Omissions Policy While no claims with respect to the Registrant/Series were filed under such policy during the period, requests under such policy for reimbursement of legal expenses and costs arising out of claims of market timing activity in the Putnam Funds have been submitted by the investment manager of the Registrant/Series. Item 77I The fund added new share classes Class R5 and class R6 shares effective December 2, 2013 PEA106 filed on 11/26/13.