Franklin Balanced A
One Franklin Parkway San Mateo CA 94403-1906
Map
Phone: 800-632-2301
| Category: | Moderate Allocation | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 44.32M | | Year-to-Date Return: | -20.33% | | Yield: | 4.60% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Jul-06 |
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Edward D. Perks
Lead Manager since
03-Jul-06 | | | Perks is a senior vice president and portfolio manager with Franklin Advisers. He joined Franklin Templeton Investments in 1992. Perks holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks both income and capital appreciation. The fund invests in a diversified portfolio of stocks, convertible securities and fixed-income securities. It normally invests at least 25% of total assets in fixed-income securities, including money market securities, and invests at least 25% of total assets in equity securities. The fund may generally invest in investment-grade fixed-income securities, but may invest up to 10% of total assets in non-convertible bonds rated below investment-grade. |
| Last Dividend
(15-Sep-08):
| 0.03 | | Last Cap Gain
(17-Dec-07):
| 0.24 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 71.15% |
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| Expense | FBLAX | Category
Avg | | Total Expense Ratio: | 1.04%
| 1.09% | | Max 12b1 Fee: | 0.33%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$1,005 | $623 | | 5 Yr Expense Projection*: |
$N/A | $950 | | 10 Yr Expense Projection*: |
$N/A | $1,859 |
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