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Morningstar

Franklin Multi-Asset Conservative Gr I LMEIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.01  /  0.84 %
  • Total Assets 280.2 Mil
  • Adj. Expense Ratio
    0.150%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.37%
  • Turnover 20%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis LMEIX

Will LMEIX outperform in 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 LMEIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LMEIX 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 LMEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Franklin Multi-Asset Conservative Gr I's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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