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Franklin Balanced A (FBLAX)

11.64 Up 0.05(0.43%) Apr 16
Get the big picture on all your investments.
Prev Close:11.64
YTD Return*:2.47%
Net Assets*:2.24B
Yield*:3.06%

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
INTC1.631.00
FCX1.18-11.94
CSCO1.174.59
LLY1.1316.29
DOW1.1112.79

Fund Basics

Morningstar Overall Rating:
Total Assets:2.24B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.11%

Performance & Risk

YTD Return:2.47%
5y Avg Return:17.19%
Rank in Category (ytd):16
% Rank in Category (ytd):1.73%
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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