| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Franklin Income says the fund "searches for undervalued or out-of-favor securities it believes offer opportunities for income today and significant growth tomorrow."
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.76 | 0.0 | 2.76 |
| Stocks | 34.05 | 0.0 | 34.05 |
| Bonds | 27.39 | 0.0 | 27.39 |
| Other | 2.13 | 0.01 | 2.12 |
| Foreign Bonds | 9.85 | 0.0 | 9.85 |
| Foreign Stocks | 11.87 | 0.0 | 11.87 |
| Convertible | 0.32 | 0.0 | 0.32 |
| Preferred | 11.64 | 0.0 | 11.64 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Merck & Co Inc | MRK | 12.65 | 2.09 |
| General Electric Co | GE | 6.43 | 1.53 |
| Wells Fargo & Co | WFC | 10.33 | 1.51 |
| Exelon Corp | EXC | 25.34 | 1.37 |
| Duke Energy Corporation | DUK | 18.58 | 1.35 |
| Texas Competitive Electric Hol | --- | --- | 1.33 |
| Johnson & Johnson | JNJ | 21.03 | 1.3 |
| Jpmorgan Chase FRN | --- | --- | 1.24 |
| BP PLC ADR | BP | 5.33 | 1.23 |
| Roche Holding AG | RHHVF | 23.65 | 1.23 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | FCISX |
|---|---|
| AAA | 2.18 |
| AA | 0.0 |
| A | 0.31 |
| BBB | 3.21 |
| BB | 15.82 |
| B | 45.8 |
| Below B | 32.42 |
| Other | 0.26 |
