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Franklin Multi-Asset Defensive Growth I LMGIX

Quantitative rating as of
  • NAV / 1-Day Return 12.10  /  0.83 %
  • Total Assets 110.8 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.930%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.68%
  • Turnover 8%

Morningstar’s Analysis LMGIX

Will LMGIX 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 Defensive Growth I's People and Process 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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