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Franklin Multi-Asset Defensive Growth A SBCPX

Quantitative rating as of
  • NAV / 1-Day Return 12.03  /  0.67 %
  • Total Assets 110.8 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 1.200%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.35%
  • Turnover 8%

Morningstar’s Analysis SBCPX

Will SBCPX 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 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.

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