Morningstar

Franklin Multi-Asset Conservative Growth Fund R LLARX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $15.15  /  +0.33 %
  • Fund Size $304.8M
  • Adjusted Expense Ratio 1.320%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.18%
  • Turnover Ratio 37%
NAV and 1-Day Return as of

Morningstar’s Analysis LLARX

Will LLARX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LLARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LLARX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LLARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Multi-Asset Conservative Gr R holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LLARX

More LLARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Core Bond ETF

22.05 67M
—

Franklin U.S. Large Cap Equity IS

18.79 57M
—

Putnam Large Cap Growth R6

12.59 38M
—

Putnam Large Cap Value R6

9.93 30M
—

BrandywineGLOBAL Flexible Bond IS

7.91 24M
—

Templeton Emerging Markets Equity R6

4.50 14M
—

Franklin International Equity IS

4.26 13M
—

ClearBridge Large Cap Growth IS

3.87 12M
—

Franklin U.S. Treasury Bond ETF

3.41 10M
—

Franklin BSP Lending R6

2.47 8M
—

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