Franklin Balanced Fund

Scorecard
3 / 5 Stars
Lipper
4 3 4 3 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#64 in Moderate Allocation

U.S. News evaluated 233 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.32 percent over the past year, 10.67 percent over the past three years, and 14.29 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.4%
1 Year 17.3%
3 Years (Annualized) 10.7%
5 Years (Annualized) 14.3%
10 Years (Annualized) N/A

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Summary

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.

Fees

Fees are Above Average compared to funds in the same category.
Franklin Balanced Fund has an expense ratio of 1.11 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Franklin Templeton Investments Funds

Moderate Allocation Funds

Highest Returns (10-year)

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