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Nasdaq - Delayed Quote USD

Franklin Multi-Asset Conservative Gr I (LMEIX)

14.53
+0.03
+(0.21%)
As of 8:06:28 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.44%
5y Average Return 7.67%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 30, 2025) 17.06%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 17.06%
Worst 3Y Total Return 1.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMEIX
Category
YTD
-0.57%
9.69%
1-Month
-2.83%
0.91%
3-Month
-0.57%
5.21%
1-Year
4.89%
27.06%
3-Year
4.68%
11.00%
5-Year
8.98%
10.26%
10-Year
5.68%
8.34%
Last Bull Market
12.53%
15.58%
Last Bear Market
-10.07%
-12.16%

Annual Total Return (%) History

Year
LMEIX
Category
2025
--
--
2024
11.64%
--
2023
13.39%
--
2022
-13.43%
--
2021
10.47%
--
2020
9.66%
11.72%
2019
17.06%
19.23%
2018
-4.57%
-5.76%

2017
13.01%
13.21%
2016
7.38%
7.34%
2015
-1.29%
-1.93%
2014
--
6.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.57% -- -- --
2024 5.82% 0.78% 5.57% -0.83%
2023 4.42% 3.37% -3.79% 9.19%
2022 -5.00% -10.07% -5.28% 6.98%
2021 2.60% 4.96% -0.88% 3.50%
2020 -14.12% 12.14% 4.57% 8.90%
2019 7.80% 2.59% 0.59% 5.22%
2018 -0.35% 0.13% 2.72% -6.90%
2017 3.93% 2.66% 2.77% 3.06%
2016 1.23% 2.01% 3.43% 0.53%

2015 1.67% -0.17% -4.84% 2.21%
2014 0.79% -- -- --

Rank in Category (By Total Return)

YTD 58
1-Month 57
3-Month 58
1-Year 56
3-Year 37
5-Year 75

Load Adjusted Returns

1-Year 4.89%
3-Year 4.68%
5-Year 8.98%
10-Year 5.68%

Performance & Risk

YTD Return -0.44%
5y Average Return 7.67%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Franklin Templeton Investments
Net Assets 279.82M
YTD Return -0.57%
Yield 2.83%
Morningstar Rating
Inception Date Jul 25, 2014

Fund Summary

The fund is a fund of funds—it invests in other mutual funds and may also invest in exchange-traded funds (“ETFs”). It organizes its investments in underlying funds into two main asset classes: the equity class and the fixed income class. The portfolio managers will allocate between 35% to 65% of the fund's assets to underlying funds that invest in equity and equity-like strategies and between 35% to 65% of the fund's assets to underlying funds that invest in fixed income strategies.

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