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Franklin Balanced A (FBLAX)

11.53 Up 0.04(0.35%) Apr 27

Profile as of Mar 30, 2016Get Profile for:
Franklin Balanced A
Franklin Investors Securities TrustOne Franklin ParkwaySan Mateo, CA 94403-1906
Phone: 800-632-2301
Fund Overview 
Category:Moderate Allocation
Fund Family:Franklin Templeton Investments
Net Assets:3.14B
Year-to-Date Return:3.03%
Morningstar Rating:3 stars
Fund Inception Date:Jul 3, 2006
Morningstar Style Box 
Moderate Allocation
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Edward Perks
Lead Manager since Jul 3, 2006
Mr. Schmicker has been a portfolio manager with Franklin Advisers, Inc. since 2009, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. He joined Franklin Templeton Investments in 2007. Prior to joining Franklin Templeton Investments in 2007, he worked as an associate at Aetos Capital and as an analyst at Credit Suisse.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:250
Min Initial Investment, AIP:50
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
FBLAX can be purchased from 102 brokerages.

Fund Summary 
The investment seeks both income and capital appreciation. The fund invests in a diversified portfolio of stocks (substantially dividend paying), convertible securities and debt securities. It normally invests at least 25% of its total assets in debt securities, including bonds, notes, debentures and money market securities. In addition, the fund normally invests at least 25% of its total assets in equity securities, primarily common and preferred stock.

Fund Operations 
Last Dividend (Apr 14, 2016) : 0.03
Last Cap Gain : 0.00
Annual Holdings Turnover (Apr 26, 2016) : 69.23%
Average for Category:55.05%
Fees & Expenses 
ExpenseFBLAXCategory Avg
Annual Report Expense Ratio (net):1.06%0.89%
Prospectus Net Expense Ratio:1.03%N/A
Prospectus Gross Expense Ratio:1.04%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.75%5.21%
Max Deferred Sales Load: N/A2.30%
3 Yr Expense Projection*:886530
5 Yr Expense Projection*:1,115819
10 Yr Expense Projection*:1,7731,645
* Per $10,000 invested