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    Franklin Balanced A (FBLAX)

    11.91 Up 0.04(0.34%) May 21
    Prev Close:11.91
    YTD Return*:2.23%
    Net Assets*:3.01B
    Yield*:2.99%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for FBLAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TGT1.546.31
    VZ1.2410.35
    Amer Tower Corp New Pfd1.189.45
    GE1.188.82
    SLB1.14-0.46

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.01B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:2.23%
    5y Avg Return:9.42%
    Rank in Category (ytd):63
    % Rank in Category (ytd):6.58%
    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
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