Weakness in Franklin Multi-Asset Moderate Growth R's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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.
- NAV / 1-Day Return 14.51 / 1.11 %
- Total Assets 451.6 Mil
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Adj. Expense Ratio
- Expense Ratio 1.590%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Allocation—70% to 85% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.42%
- Turnover 24%
Morningstar’s Analysis LLMRX
Will LLMRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.