• FirefoxInstall the new Firefox »
  •  Dow Down 1.54% Nasdaq Down 1.11%

    Franklin Balanced A (FBLAX)

    11.78 Down 0.13(1.09%) Mar 6
    Prev Close:11.91
    YTD Return*:2.48%
    Net Assets*:2.77B
    Yield*:2.97%

    * As of 28-Feb-15

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

    Headlines

    ยป More Headlines for FBLAX

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL1.5617.38
    TGT1.533.02
    PCG1.360.30
    VZ1.286.93
    SLB1.25-0.34

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.77B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:2.48%
    5y Avg Return:10.81%
    Rank in Category (ytd):54
    % Rank in Category (ytd):5.91%
    Beta (3y):0.94
    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