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Franklin Multi-Asset Defensive Growth C1 (SBCLX)

13.24 -0.06 (-0.45%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 13.30
  • YTD Return 3.64%
  • Expense Ratio 1.26%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 108.96M
  • Beta (5Y Monthly) 0.80
  • Yield 0.32%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.04
  • Inception Date Feb 5, 1996

The fund is a fund of funds—it invests in other mutual funds and may also invest in exchange-traded funds (“ETFs”). It is managed as an asset allocation program and allocates its assets among mutual funds and ETFs managed by the manager and its affiliates. The portfolio managers will allocate between 15% to 45% of the fund's assets to underlying funds that invest in equity and equity-like strategies and between 55% to 85% of the fund's assets to underlying funds that invest in fixed income strategies.

Franklin Templeton Investments

Fund Family

Allocation--30% to 50% Equity

Fund Category

108.96M

Net Assets

1996-02-05

Inception Date

Performance Overview: SBCLX

Trailing returns as of 4/25/2024. Category is Allocation--30% to 50% Equity.

YTD Return

SBCLX
3.64%
Category
5.91%
 

1-Year Return

SBCLX
9.73%
Category
18.59%
 

3-Year Return

SBCLX
0.83%
Category
8.56%
 

5-Year Return

SBCLX
3.39%
Category
7.44%
 

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Holdings: SBCLX

Top 9 Holdings (75.24% of Total Assets)

SymbolCompany% Assets
WACSX
Western Asset Core Bond IS 22.70%
WAPSX
Western Asset Core Plus Bond IS 12.51%
LMESX
ClearBridge Appreciation IS 8.16%
LMISX
Franklin U.S. Large Cap Equity IS 6.65%
GLOBX
BrandywineGLOBAL Global Opp Bd USDH IS 6.50%
LBISX
BrandywineGLOBAL Div US Large Value IS 5.16%
FIFRX
Franklin Growth R6 4.70%
FLSP
Franklin Systematic Style Premia ETF 4.64%
LROSX
BrandywineGLOBAL Global Unconst Bond IS 4.21%

Sector Weightings

SectorSBCLX
Technology   23.46%
Healthcare   12.78%
Industrials   12.48%
Energy   5.42%
Real Estate   2.53%
Utilities   1.71%

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