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Franklin Multi-Asset Moderate Growth R LLMRX

Quantitative rating as of
  • NAV / 1-Day Return 14.51  /  1.11 %
  • Total Assets 451.6 Mil
  • Adj. Expense Ratio
    0.800%
  • 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.

Summary

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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.

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