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Franklin Balanced A

FBLAX
11.42
+0.01
+0.09%
5/27/2016
5 Years
  • Previous Close

    11.41

  • Net Assets

    2.51B

  • Yield

    3.19%

  • Front load

    5.75

  • Expenses

    1.06%

  • Category

    Allocation--50% to 70% Equity

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Franklin Templeton Investments

Fund Style

Open

Fund Manager

Shawn Lyons

Investment Style

Large Value

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.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 250
Initial Purchase: AIP 50

Inception

7/3/2006

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