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    Franklin Balanced A (FBLAX)

    11.49 0.00(0.00%) Jul 30
    Prev Close:11.49
    YTD Return*:-0.71%
    Net Assets*:2.95B
    Yield*:3.09%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for FBLAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TGT1.52N/A
    RTN1.30N/A
    QCOM1.27N/A
    LLY1.20N/A
    Amer Tower Corp New Pfd1.19N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.95B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:-0.71%
    5y Avg Return:10.65%
    Rank in Category (ytd):93
    % Rank in Category (ytd):9.88%
    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
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