Franklin Balanced Fund Quote
| FBMCX Fund | USD 12.78 0.04 0.31% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Franklin Balanced is trading at 12.78 as of the 25th of November 2024; that is 0.31 percent increase since the beginning of the trading day. The fund's open price was 12.74. Franklin Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Franklin Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests in a diversified portfolio of stocks and debt securities. It normally invests at least 25 percent of its total assets in debt securities, including bonds, notes, debentures and money market securities. In addition, the fund normally invests at least 25 percent of its total assets in equity securities, primarily common and preferred stock.. More on Franklin Balanced Fund
Moving together with Franklin Mutual Fund
Franklin Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Franklin Templeton Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Franklin Balanced Fund [FBMCX] is traded in USA and was established 25th of November 2024. Franklin Balanced is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Franklin Templeton Investments family. This fund currently has accumulated 3.71 B in assets under management (AUM) with no minimum investment requirementsFranklin Balanced is currently producing year-to-date (YTD) return of 7.18% with the current yeild of 0.04%, while the total return for the last 3 years was 2.61%.
Check Franklin Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Franklin Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Franklin Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Franklin Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Franklin Balanced Fund Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| AMT | American Tower Corp | Stock | Real Estate | |
| DOW | Dow Inc | Stock | Materials | |
| MSFT | Microsoft | Stock | Information Technology | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| MS | Morgan Stanley | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| VZ | Verizon Communications | Stock | Communication Services |
Franklin Balanced Risk Profiles
| Mean Deviation | 0.2213 | |||
| Semi Deviation | 0.2229 | |||
| Standard Deviation | 0.288 | |||
| Variance | 0.0829 |
Franklin Balanced Against Markets
Other Information on Investing in Franklin Mutual Fund
Franklin Balanced financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Balanced security.
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