Weakness in Franklin Multi-Asset Conservative Gr A'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 second-highest quintile among peers.
NAV / 1-Day Return
12.90 / 0.54 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—50% to 70% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityMedium / Moderate
Morningstar’s Analysis SBBAX
Will SBBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.