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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.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 17.06%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

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

Risk Statistics

3 Years 5 Years 10 Years
LMEIXCategory AverageLMEIXCategory AverageLMEIXCategory Average
Alpha 0.76 -0.01 0.47 -0.01 -0.25 -0
BETA 0.97 0.01 0.94 0.01 0.96 0.01
Mean Annual Return 0.44 0.01 0.77 0.01 0.5 0.01
R-squared 97.32 0.93 97.41 0.92 97.64 0.92
Standard Deviation 12.37 0.13 11.08 0.1 9.85 0.09
Sharpe Ratio 0.07 0.01 0.58 0.01 0.41 0.01
Treynor Ratio 0.07 0.09 6.56 0.09 3.84 0.07

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