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Franklin Balance Sheet Investment Fund

FCBSX:US
NASDAQ GM
38.19
USD
0.02
0.05%
As of 6/20/2018
Fund Type
Open-End Fund
52Wk Range
33.57 - 39.77
1 Yr Return
12.96%
YTD Return
1.52%
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Previous Close
38.17
52Wk Range
33.57 - 39.77
1 Yr Return
12.31%
YTD Return
1.52%
Fund Type
Open-End Fund
Objective
Value Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 06/20/2018)
38.19
Total Assets (m USD) (on 05/31/2018)
976.670
Inception Date
03/01/2001
Last Dividend (on 12/15/2017)
0.1668
Dividend Indicated Gross Yield
0.44%
Fund Managers
WILLIAM J LIPPMAN / BRUCE BAUGHMAN
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.47%
Expense Ratio
1.69%

Top Fund Holdings

Name Position Value % of Fund
141.85 m 141.85 m 14.52
360.20 k 38.55 m 3.95
1.35 m 36.74 m 3.76
1.19 m 34.46 m 3.53
423.60 k 29.47 m 3.02
620.20 k 26.48 m 2.71
1.42 m 23.68 m 2.42
552.00 k 21.80 m 2.23
163.40 k 20.31 m 2.08
234.60 k 19.75 m 2.02
Profile
Franklin Balance Sheet Investment Fund is an open-end fund incorporated in the USA. The Fund's objective is high total return of which capital appreciation and income are components. The Fund invests in equity securities of companies the Fund manager believes are undervalued at the time of purchase. The manager conducts an in-depth analysis of a company's balance sheet.
Address
Franklin Templeton Investments
One Franklin Parkway
Building 970
1st Floor
San Mateo, CA 94403
Phone
1-800-632-2350