Franklin Balance Sheet Investment R
One Franklin Parkway San Mateo CA 94403-1906
Map
Phone: 800-632-2301
| Category: | Mid-Cap Value | | Fund Family: | Franklin Templeton Investments | | Net Assets: | 38.67M | | Year-to-Date Return: | -8.33% | | Yield: | 0.88% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-02 |
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Bruce C. Baughman
Lead Manager since
02-Apr-90 | | | Baughman is senior vice president of advisory services. Baughman joined Franklin Templeton Investments in 1988. He began his financial career as a certified public accountant in 1978. Baughman holds the Certified Public Accountants 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 total return of which capital appreciation and income are components. The fund invests primarily in equities securities of companies that advisor believes are undervalued, but have growth potential. It may invest in companies of any size. The fund may invest a substantial portion of assets in smaller and mid-size companies. It may invest up to 25% of total assets in foreign securities. |
| Last Dividend
(17-Dec-07):
| 0.51 | | Last Cap Gain
(17-Dec-07):
| 5.71 | | Annual Holdings Turnover
| 6.00% | | Average for Category:
| 80.03% |
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| Expense | FBSRX | Category
Avg | | Total Expense Ratio: | 1.16%
| 1.36% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.43% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$372 | $635 | | 5 Yr Expense Projection*: |
$644 | $955 | | 10 Yr Expense Projection*: |
$1,420 | $1,916 |
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5.60% Nasdaq 
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