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 Conservative Gr C SCBCX
- NAV / 1-Day Return 15.42 / +0.85 %
- Total Assets 287.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.860%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 0.96%
- Turnover 26%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0
Morningstar’s Analysis SCBCX
Will SCBCX 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 81.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Western Asset Core Bond IS | 18.46 | 53.2 Mil | — |
ClearBridge Appreciation IS | 11.47 | 33.0 Mil | — |
Franklin U.S. Large Cap Equity IS | 10.87 | 31.3 Mil | — |
Western Asset Core Plus Bond IS | 8.43 | 24.3 Mil | — |
BrandywineGLOBAL Div US Large Value IS | 7.09 | 20.4 Mil | — |
Franklin Growth R6 | 6.43 | 18.5 Mil | — |
Franklin International Equity IS | 6.20 | 17.9 Mil | — |
ClearBridge Large Cap Growth IS | 5.67 | 16.3 Mil | — |
Martin Currie Emerging Markets IS | 3.66 | 10.6 Mil | — |
BrandywineGLOBAL Flexible Bond IS | 3.18 | 9.2 Mil | — |