Franklin Balanced Fund

Scorecard
4 / 5 Stars
Lipper
3 2 4 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 247 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 9.57 percent over the past year, 8.57 percent over the past three years, and 16.37 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 2.3%
1 Year 9.6%
3 Years (Annualized) 8.6%
5 Years (Annualized) 16.4%
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 1.80 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