• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.13% Nasdaq Up 0.57%

    Franklin Balanced A (FBLAX)

    11.48 Down 0.02(0.17%) Jun 30
    Prev Close:11.50
    YTD Return*:2.05%
    Net Assets*:3.02B
    Yield*:3.00%

    * As of 31-May-15

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

    Headlines

    • No Headlines available for FBLAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TGT1.54N/A
    VZ1.24N/A
    Amer Tower Corp New Pfd1.18N/A
    GE1.18N/A
    SLB1.14N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.02B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:2.05%
    5y Avg Return:10.65%
    Rank in Category (ytd):84
    % Rank in Category (ytd):8.78%
    Beta (3y):0.99
    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