Dow Down 1.10% Nasdaq Down 1.82%

Franklin Balanced A (FBLAX)

10.54 Down 0.08(0.75%) Feb 8
Prev Close:10.62
YTD Return*:-2.53%
Net Assets*:3.06B
Yield*:3.39%

* As of 31-Jan-16

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

Headlines

  • No Headlines available for FBLAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MSFT1.54N/A
XOM1.53N/A
VZ1.51N/A
CVX1.47N/A
iShares Core US Aggregate Bond1.41N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:3.06B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.06%

Performance & Risk

YTD Return:-2.53%
5y Avg Return:5.69%
Rank in Category (ytd):17
% Rank in Category (ytd):1.81%
Beta (3y):1.08
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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