4 / 5 Stars
5 3 4 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 251 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 8.76 percent over the past year, 8.73 percent over the past three years, and 16.34 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.7%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||16.3%|
|10 Years (Annualized)||N/A|
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. It generally invests in investment grade debt securities. The fund does not anticipate investing more than 15% of its total assets in securities of issuers domiciled outside the United States.
Fees are Average compared to funds in the same category.
Franklin Balanced Fund has an expense ratio of 0.80 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.