Franklin Balance is trading at 35.70 as of the 18th of January 2025; that is 0.39% up since the beginning of the trading day. The fund's open price was 35.56. Franklin Balance has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in U.S. mid cap securities. Under normal market conditions, it invests primarily in equity securities of U.S. companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria .. More on Franklin Balance Sheet
Franklin Balance Sheet [FRBSX] is traded in USA and was established 18th of January 2025. Franklin Balance is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Franklin Templeton Investments family. This fund currently has accumulated 785.41 M in assets under management (AUM) with no minimum investment requirementsFranklin Balance Sheet is currently producing year-to-date (YTD) return of 0.52% with the current yeild of 0.01%, while the total return for the last 3 years was 2.34%.
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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 Balance Sheet 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 Balance Sheet Mutual Fund Constituents
Other Information on Investing in Franklin Mutual Fund
Franklin Balance 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 Balance security.