• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.13% Nasdaq Up 0.70%

    Franklin Balanced A (FBLAX)

    11.81 Up 0.03(0.25%) Dec 26
    Prev Close:11.78
    YTD Return*:7.81%
    Net Assets*:2.66B
    Yield*:2.97%

    * As of 30-Nov-14

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

    Headlines

    ยป More Headlines for FBLAX

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL1.5345.33
    VZ1.474.29
    T1.392.76
    TGT1.3618.49
    PCG1.2431.32

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.66B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.11%

    Performance & Risk

    YTD Return:7.81%
    5y Avg Return:10.83%
    Rank in Category (ytd):36
    % Rank in Category (ytd):4.13%
    Beta (3y):0.91
    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