Advertisement
Skip to Content
Morningstar

Franklin Multi-Asset Defensive Growth A SBCPX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:32 AM GMT+00:00

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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor