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Morningstar

Franklin Multi-Asset Defensive Growth A SBCPX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.92  /  +0.70 %
  • Total Assets 105.3 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.26%
  • Turnover 30%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0

Morningstar’s Analysis SBCPX

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

  • People Pillar

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

Weakness in Franklin Multi-Asset Defensive Growth A'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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SBCPX

More SBCPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 82.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Western Asset Core Bond IS

26.74 28.4 Mil
—

Western Asset Core Plus Bond IS

13.36 14.2 Mil
—

Franklin U.S. Large Cap Equity IS

8.00 8.5 Mil
—

ClearBridge Appreciation IS

7.74 8.2 Mil
—

BrandywineGLOBAL Flexible Bond IS

4.85 5.1 Mil
—

BrandywineGLOBAL Div US Large Value IS

4.79 5.1 Mil
—

Franklin Systematic Style Premia ETF

4.50 4.8 Mil
—

BrandywineGLOBAL Global Unconst Bond IS

4.36 4.6 Mil
—

Franklin Growth R6

4.32 4.6 Mil
—

Franklin International Equity IS

4.07 4.3 Mil
—