Fund Description

The fund seeks to maximize income, while maintaining prospects for capital appreciation, by investing in a diversified portfolio of stocks and bonds.

Strategy Statement

"We follow a flexible, value-oriented investment philosophy seeking income and long-term capital appreciation potential by investing in dividend-paying stocks, convertible securities and bonds."

Edward D. Perks, CFA®

Management

Edward D. Perks, CFA

Edward D. Perks, CFA®

  • Joined Franklin Templeton in 1992
  • Managed Fund Since 2002
Matt Quinlan

Matt Quinlan

  • Joined Franklin Templeton in 2005
  • Managed Fund Since 2012
Todd Brighton, CFA

Todd Brighton, CFA®

  • Joined Franklin Templeton in 2000
  • Managed Fund Since 2017
Richard Hsu, CFA

Richard Hsu, CFA®

  • Joined Franklin Templeton in 1996
  • Managed Fund Since 2017

INVESTMENT PHILOSOPHY, STRATEGY AND APPROACH

Rating

Overall Morningstar Rating As of 11/30/2018

Rating Category: Allocation--30% to 50% Equity

Morningstar
The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics.

Historical Morningstar Rating As of 11/30/2018

Years Ratings Funds
in category
3
5 Stars
466
5
4 Stars
365
10
5 Stars
260

Morningstar Style Box As of10/31/2018

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