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Franklin Balanced A (FBLAX)


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Franklin Balanced A

Franklin Investors Securities TrustOne Franklin ParkwaySan Mateo, CA 94403-1906
800-342-5236
Management Information
Edward Perks,Lead Manager since July 2, 2006
Todd Brighton, CFA is a vice president, portfolio manager and research analyst for Franklin Equity Group. In addition to Franklin U.S. Monthly Income Fund he is a portfolio manager for U.S.-based Franklin Liberty U.S. Low Volatility ETF, Franklin Equity Income Fund and FTVIP Growth and Income Fund. Mr. Brighton analyzes equity and equity-linked investments for the Core/Hybrid team and specializes in the development of volatility-based strategies.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyFranklin Templeton Investments
Net Assets3.5B
YTD Return2.97%
Yield2.95%
Morningstar Rating★★★
Inception DateJul 2, 2006

Fund Operations

Last Dividend0.03
Last Cap Gain0.00
Holdings Turnover46.03%
Average for CategoryN/A

Fees & Expenses

ExpenseFBLAXCategory Average
Annual Report Expense Ratio (net)1.01%0.85%
Prospectus Net Expense Ratio1.02%N/A
Prospectus Gross Expense Ratio1.03%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.17%
Max Deferred Sales LoadN/A1.91%
3 Yr Expense Projection883N/A
5 Yr Expense Projection1,110N/A
10 Yr Expense Projection1,762N/A