Dow Up 0.63% Nasdaq Down 0.07%

Franklin Balanced A (FBLAX)

11.75 Down 0.02(0.17%) Oct 29
Prev Close:11.75
YTD Return*:6.09%
Net Assets*:2.61B
Yield*:3.00%

* As of 30-Sep-14

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

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
AAPL1.4325.47
FCX1.26-13.04
JNJ1.2616.13
SLB1.1811.03
VZ1.173.83

Fund Basics

Morningstar Overall Rating:
Total Assets:2.61B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.11%

Performance & Risk

YTD Return:6.09%
5y Avg Return:10.98%
Rank in Category (ytd):15
% Rank in Category (ytd):1.72%
Beta (3y):1.01
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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