• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 1.82% Nasdaq Up 2.46%

    Franklin Balanced C (FBMCX)

    10.80 Up 0.08(0.75%) Sep 2
    Prev Close:10.80
    YTD Return*:-0.78%
    Net Assets*:2.97B
    Yield*:2.40%

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for FBMCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TGT1.52N/A
    RTN1.30N/A
    QCOM1.27N/A
    LLY1.20N/A
    Amer Tower Corp New Pfd1.19N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.97B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.79%

    Performance & Risk

    YTD Return:-0.78%
    5y Avg Return:8.65%
    Rank in Category (ytd):95
    % Rank in Category (ytd):10.12%
    Beta (3y):1.01
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback