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    Franklin Balanced A (FBLAX)

    11.88 Down 0.07(0.59%) Apr 17
    Prev Close:11.95
    YTD Return*:1.20%
    Net Assets*:2.94B
    Yield*:3.01%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for FBLAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL1.5612.99
    TGT1.538.83
    PCG1.360.63
    VZ1.285.75
    SLB1.25-0.74

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.94B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:1.20%
    5y Avg Return:9.67%
    Rank in Category (ytd):74
    % Rank in Category (ytd):7.76%
    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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