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.
- NAV / 1-Day Return 12.10 / 0.83 %
- Total Assets 110.8 Mil
Adj. Expense Ratio
- 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.