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Morningstar

Franklin Multi-Asset Defensive Growth C1 SBCLX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.16  /  0.08 %
  • Total Assets 101.4 Mil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Closed
  • TTM Yield 0.36%
  • Turnover 36%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:17 AM GMT+0

Morningstar’s Analysis SBCLX

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

People Pillar

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

Weakness in Franklin Multi-Asset Defensive Growth C1's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SBCLX

More SBCLX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 81.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Western Asset Core Bond IS

23.37
25,356,132
—

BrandywineGLOBAL Global Opp Bd USDH IS

12.06
13,087,703
—

Western Asset Core Plus Bond IS

11.99
13,008,834
—

Franklin Strategic Real Return Fund IS

5.97
6,482,019
—

ClearBridge Appreciation IS

5.75
6,238,830
—

Franklin U.S. Large Cap Equity IS

5.63
6,111,923
—

Franklin Global Market Neutral IS

4.53
4,920,010
—

BrandywineGLOBAL Global Unconst Bond IS

4.48
4,859,937
—

Franklin Global Dividend IS

3.98
4,316,719
—

ClearBridge Large Cap Growth IS

3.42
3,712,894
—