FRBSX Rating, Research - Franklin Balance Sheet Investment A

Franklin Balance Sheet Investment A (frbsx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 22

Threats + Weaknesses = 13

When strengths & opportunities substantially exceed threats & weaknesses an investment in the frbsx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Franklin Balance Sheet Investment A (FRBSX) Description: FRBSX is a mutual fund, which is an investment that owns a basket of assets. The FRBSX mutual fund was provided by Franklin and this investment vehicle derives the majority of its value from equity holdings (stocks). Franklins mutual fund has a long management tenure and is in the large fund size classification. FRBSXs minimum initial investment amount is $1000 while the IRA minimum is $250. FRBSXs expense ratio is roughly 1%. The latest FRBSXs front end load was 6% and the back end load was 0%. The Franklin Balance Sheet Investment A (FRBSX) mutual fund falls under the mid-cap value category. FRBSX focuses its investments in USA and FRBSX is not affiliated with a particular industry or fund sector. The Franklin Balance Sheet Investment A (FRBSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FRBSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FRBSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth from capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of mid-cap companies, which are with market capitalizations between $1 billion to $15 billion at the time of purchase. It primarily invests in common stocks (see stock research) and real estate investment trusts.


Management Analysis Update

Franklin Balance Sheet Investment A's executives / managers make better investing decisions, because their assets are invested along side their client's.


Performance Analysis Update