Send me a link:

*Text messaging rates may apply.

 Dow Down 0.42% Nasdaq Down 0.05%

Franklin Balanced A (FBLAX)

12.03 Down 0.02(0.17%) Jul 29
Prev Close:12.05
YTD Return*:7.43%
Net Assets*:2.50B
Yield*:2.94%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
INTC1.3821.09
AAPL1.3217.82
SO1.1812.17
T1.173.53
SNY.PA1.172.91

Fund Basics

Morningstar Overall Rating:
Total Assets:2.5B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.11%

Performance & Risk

YTD Return:7.43%
5y Avg Return:14.29%
Rank in Category (ytd):6
% Rank in Category (ytd):0.69%
Beta (3y):1.02
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