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    Franklin Balanced A (FBLAX)

    11.77 Up 0.02(0.17%) Jan 26
    Prev Close:11.75
    YTD Return*:7.47%
    Net Assets*:2.73B
    Yield*:3.03%

    * As of 31-Dec-14

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

    Headlines

    ยป More Headlines for FBLAX

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL1.56-0.95
    TGT1.53-0.76
    PCG1.360.19
    VZ1.280.38
    SLB1.250.30

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.73B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:7.47%
    5y Avg Return:10.21%
    Rank in Category (ytd):35
    % Rank in Category (ytd):4.04%
    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
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