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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.

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
10,000
Min Initial Investment, AIP
10,000
Min Subsequent Investment
1,000,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • Morgan Stanley - Brokerage Accounts
  • Merrill Lynch
  • CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • RBC Wealth Management-Wrap Eligible
  • H Beck Inc.
  • Securities America Inc.
  • Kestra Financial
  • Allowab (non-advisory)

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.

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

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

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