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.
Franklin Multi-Asset Defensive Growth C1 SBCLX
- NAV / 1-Day Return 13.68 / −0.07 %
- Total Assets 109.3 Mil
-
Adj. Expense Ratio
- 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/Extensive
- Status Closed
- TTM Yield 0.32%
- Turnover 36%
USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 82.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Western Asset Core Bond IS | 25.22 | 27.1 Mil | — |
Western Asset Core Plus Bond IS | 14.26 | 15.3 Mil | — |
BrandywineGLOBAL Global Opp Bd USDH IS | 7.65 | 8.2 Mil | — |
ClearBridge Appreciation IS | 6.12 | 6.6 Mil | — |
Franklin U.S. Large Cap Equity IS | 6.10 | 6.6 Mil | — |
Franklin Strategic Real Return Fund IS | 6.00 | 6.4 Mil | — |
BrandywineGLOBAL Global Unconst Bond IS | 4.51 | 4.9 Mil | — |
Franklin Growth R6 | 4.35 | 4.7 Mil | — |
Franklin Global Dividend IS | 4.06 | 4.4 Mil | — |
BrandywineGLOBAL Div US Large Value IS | 3.79 | 4.1 Mil | — |