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Franklin Multi-Asset Conservative Gr A SBBAX

Quantitative rating as of
NAV / 1-Day Return
12.98  /  0.39 %
Total Assets
277.2 Mil
Adj. Expense Ratio
0.440%
Expense Ratio
1.170%
Distribution Fee Level
Above Average
Share Class Type
Front Load
Category
Allocation—50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.09%
Turnover
20%

Morningstar’s Analysis SBBAX

Will SBBAX outperform in future?

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

Summary

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Weakness in Franklin Multi-Asset Conservative Gr 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.

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