Nasdaq - Delayed Quote USD

Franklin Managed Income Fund (FBLAX)

12.23
-0.13
(-1.05%)
At close: 8:04:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.11%
5y Average Return 7.09%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (May 19, 2025) 17.89%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 17.89%
Worst 3Y Total Return 1.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FBLAX
Category
YTD
0.37%
5.91%
1-Month
-2.37%
0.61%
3-Month
-0.74%
4.02%
1-Year
5.96%
18.59%
3-Year
3.85%
8.56%
5-Year
6.68%
7.44%
10-Year
5.44%
6.20%
Last Bull Market
9.82%
11.89%
Last Bear Market
-9.08%
-8.23%

Annual Total Return (%) History

Year
FBLAX
Category
2025
--
--
2024
4.89%
--
2023
7.63%
--
2022
-7.16%
--
2021
15.15%
--
2020
5.42%
8.86%
2019
17.89%
14.81%
2018
-3.16%
-5.04%

2017
9.51%
9.86%
2016
11.98%
6.62%
2015
-2.85%
-2.32%
2014
7.47%
4.02%
2013
13.10%
7.23%
2012
12.57%
9.40%
2011
3.23%
1.70%
2010
15.13%
10.03%
2009
37.58%
20.77%
2008
-32.82%
-18.61%
2007
4.15%
4.53%
2006
--
8.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.81% -- -- --
2024 1.74% 0.20% 6.42% -3.31%
2023 2.39% 0.40% -3.34% 8.31%
2022 -1.19% -9.08% -4.93% 8.70%
2021 5.62% 3.77% -0.02% 5.08%
2020 -13.37% 9.74% 2.11% 8.59%
2019 8.10% 2.92% 2.15% 3.73%
2018 -2.12% 1.25% 1.91% -4.11%
2017 2.63% 0.42% 3.51% 2.66%
2016 3.03% 2.85% 2.95% 2.64%

2015 1.20% -1.89% -5.26% 3.28%
2014 2.47% 4.85% -1.25% 1.30%
2013 5.02% -1.38% 3.53% 5.48%
2012 6.81% -1.04% 4.89% 1.54%
2011 3.04% 1.09% -9.32% 9.29%
2010 3.71% -6.14% 10.56% 6.98%
2009 -3.50% 18.86% 14.37% 4.89%
2008 -4.73% -0.73% -15.77% -15.67%
2007 2.10% 4.00% 1.83% -3.67%
2006 4.74% -- -- --

Rank in Category (By Total Return)

YTD 58
1-Month 93
3-Month 38
1-Year 89
3-Year 84
5-Year 27

Load Adjusted Returns

1-Year 0.13%
3-Year 1.91%
5-Year 5.48%
10-Year 4.85%

Performance & Risk

YTD Return 2.11%
5y Average Return 7.09%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Franklin Templeton Investments
Net Assets 3.26B
YTD Return 0.37%
Yield 4.61%
Morningstar Rating
Inception Date Jul 03, 2006

Fund Summary

The fund invests in a diversified portfolio of stocks (substantially dividend paying) and debt securities. It normally invests at least 25% of its total assets in debt securities, including bonds, notes, debentures and money market securities. In addition, the fund normally invests at least 25% of its total assets in equity securities, primarily common and preferred stock.

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