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Franklin Balanced C (FBMCX)

11.89 Up 0.05(0.42%) Sep 16
Prev Close:11.84
YTD Return*:7.90%
Net Assets*:2.50B
Yield*:2.30%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for FBMCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL1.4330.61
FCX1.26-3.48
JNJ1.2615.10
SLB1.1821.25
VZ1.174.52

Fund Basics

Morningstar Overall Rating:
Total Assets:2.5B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.80%

Performance & Risk

YTD Return:7.90%
5y Avg Return:11.45%
Rank in Category (ytd):16
% Rank in Category (ytd):1.82%
Beta (3y):1.03
Morningstar Risk Rating:3

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. View More
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