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Franklin S&P 500 Index A SBSPX

Quantitative rating as of
NAV / 1-Day Return
31.62  /  0.72 %
Total Assets
322.1 Mil
Adj. Expense Ratio
0.570%
Expense Ratio
0.540%
Distribution Fee Level
Below Average
Share Class Type
No Load
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.75%
Turnover
9%

Morningstar’s Analysis SBSPX

Will SBSPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Franklin S&P 500 Index A’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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