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Franklin Balanced A (FBLAX)

12.03 Up 0.03(0.25%) Nov 26
Prev Close:12.00
YTD Return*:6.55%
Net Assets*:2.59B
Yield*:2.99%

* As of 31-Oct-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
AAPL1.5338.22
VZ1.476.90
T1.394.32
TGT1.36-0.47
PCG1.2429.85

Fund Basics

Morningstar Overall Rating:
Total Assets:2.59B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.11%

Performance & Risk

YTD Return:6.55%
5y Avg Return:11.21%
Rank in Category (ytd):33
% Rank in Category (ytd):3.79%
Beta (3y):0.92
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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