Franklin Balanced A
One Franklin Parkway San Mateo CA 94403-1906
Map
Phone: 800-632-2301
| Category: | Moderate Allocation | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 94.08M | | Year-to-Date Return: | 34.21% | | Yield: | 4.48% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jul-06 |
|
Edward D. Perks
Lead Manager since
03-Jul-06 | | | Perks is a senior vice president of Franklin Advisers, Inc. He joined Franklin Templeton Investments in 1992. Perks holds the charted financial analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks both income and capital appreciation. The fund normally invests in a diversified portfolio of stocks, convertible securities and fixed-income securities. It normally invests at least 25% of total assets in fixed-income securities, including money market securities, and invests at least 25% of total assets in equity securities. The fund may generally invest in investment-grade fixed-income securities, but may invest up to 10% of total assets in non-convertible bonds rated below investment-grade. It does not currently anticipate investing more than 15% of total assets in securities of issuers domiciled outside the United States. |
| Last Dividend
(15-Dec-09):
| 0.03 | | Last Cap Gain
(17-Dec-07):
| 0.24 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
|
| Expense | FBLAX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
|
|
0.02% Nasdaq 0.00%
Profile
