Dow Down 0.06% Nasdaq Up 0.06%

Franklin Balanced A (FBLAX)

11.76 Down 0.08(0.68%) Oct 1
Prev Close:11.76
YTD Return*:8.33%
Net Assets*:2.50B
Yield*:2.93%

* As of 31-Aug-14

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

Headlines

ยป More Headlines for FBLAX

Top Holdings

Symbol% AssetsYTD Return %
AAPL1.4330.61
FCX1.26-3.48
JNJ1.2615.10
SLB1.1821.25
VZ1.174.52

Fund Basics

Morningstar Overall Rating:
Total Assets:2.5B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.11%

Performance & Risk

YTD Return:8.33%
5y Avg Return:12.21%
Rank in Category (ytd):9
% Rank in Category (ytd):1.03%
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback