Franklin Balanced A (FBLAX)
11.42 0.07(0.62%) Dec 6
* As of 31-Oct-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.01%|
Performance & Risk
|5y Avg Return:||15.10%|
|Rank in Category (ytd):||84|
|% Rank in Category (ytd):||9.4%|
|Morningstar Risk Rating:||3|
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. It generally invests in investment grade debt securities. The fund does not anticipate investing more than 15% of its total assets in securities of issuers domiciled outside the United States. View More