• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 2.27% Nasdaq Up 2.45%

    Franklin Balanced A (FBLAX)

    11.01 Up 0.19(1.76%) Aug 27
    Prev Close:10.82
    YTD Return*:-0.37%
    Net Assets*:2.97B
    Yield*:3.09%

    * As of 31-Jul-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:2.97B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:-0.37%
    5y Avg Return:9.40%
    Rank in Category (ytd):93
    % Rank in Category (ytd):9.9%
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback