Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Franklin Multi-Asset Defensive Growth C1 SBCLX
- NAV / 1-Day Return 13.20 / −0.23 %
- Total Assets 104.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.950%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Closed
- TTM Yield 0.32%
- Turnover 30%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:21 AM GMT+0
Morningstar’s Analysis SBCLX
Will SBCLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 81.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Western Asset Core Bond IS | 22.70 | 24.8 Mil | — |
Western Asset Core Plus Bond IS | 12.51 | 13.7 Mil | — |
ClearBridge Appreciation IS | 8.16 | 8.9 Mil | — |
Franklin U.S. Large Cap Equity IS | 6.65 | 7.3 Mil | — |
BrandywineGLOBAL Global Opp Bd USDH IS | 6.50 | 7.1 Mil | — |
Franklin Strategic Real Return Fund IS | 5.95 | 6.5 Mil | — |
BrandywineGLOBAL Div US Large Value IS | 5.16 | 5.6 Mil | — |
Franklin Growth R6 | 4.70 | 5.1 Mil | — |
Franklin Systematic Style Premia ETF | 4.64 | 5.1 Mil | — |
BrandywineGLOBAL Global Unconst Bond IS | 4.21 | 4.6 Mil | — |