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Franklin Multi-Asset Conservative Gr C SCBCX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 14.72  /  0.20 %
  • Total Assets 284.7 Mil
  • Adj. Expense Ratio
    1.980%
  • Expense Ratio 1.980%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Status Open
  • TTM Yield 1.13%
  • Turnover 43%

Morningstar’s Analysis SCBCX

Will SCBCX outperform in future?

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

Weakness in Franklin Multi-Asset Conservative Gr C'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.

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Portfolio Holdings SCBCX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 77.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Western Asset Core Bond IS

16.89
47,630,927

ClearBridge Appreciation IS

8.99
25,340,322

Western Asset Core Plus Bond IS

8.98
25,319,301

Franklin U.S. Large Cap Equity IS

8.96
25,252,354

Franklin Growth R6

6.57
18,511,308

Franklin Global Dividend IS

5.99
16,895,891

Franklin Strategic Real Return Fund IS

5.85
16,502,669

ClearBridge Large Cap Growth IS

5.55
15,649,898

BrandywineGLOBAL Div US Large Value IS

5.52
15,558,453

Franklin International Equity IS

4.51
12,712,819