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Franklin Balance Sheet Investment R (FBSRX)

On Feb 10: 41.03 USD  Up 0.65 (1.61%)  
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 FRANKLIN BALANCE SHEET INVESTME Delayed quote dataEdit
Net Asset Value:41.03
Trade Time:Feb 10
Change:Up 0.65 (1.61%)
Prev Close:40.38
YTD Return*:17.25%
Net Assets*:29.20M
Yield*:1.24%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for FBSRX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:29.20M
Category:Mid-Cap Value
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:17.25%
5y Avg Return:-0.99%
Rank in Category (ytd):403
% Rank in Category (ytd):95.95%
Beta (3y):1.17
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks total return of which capital appreciation and income are components. The fund normally invests most of assets in equity securities of companies the fund's manager believes are undervalued at the time of purchase but that have the potential for capital appreciation. It may invest in common stocks, preferred stocks and convertible securities. From time to time, the fund may invest a substantial portion of assets in smaller and midsize companies. It may also invest up to 25% of total assets in foreign securities.
Fund Profile


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