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    Franklin Balanced A (FBLAX)

    10.53 Up 0.11(1.06%) Feb 12
    Prev Close:10.42
    YTD Return*:-2.53%
    Net Assets*:3.06B
    Yield*:3.39%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for FBLAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MSFT1.54N/A
    XOM1.53N/A
    VZ1.51N/A
    CVX1.47N/A
    iShares Core US Aggregate Bond1.41N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.06B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.06%

    Performance & Risk

    YTD Return:-2.53%
    5y Avg Return:5.69%
    Rank in Category (ytd):17
    % Rank in Category (ytd):1.71%
    Beta (3y):1.08
    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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