Unlock stock picks and a broker-level newsfeed that powers Wall Street.
NasdaqGM - Delayed Quote USD

Franklin Multi-Asset Conservative Gr A (SBBAX)

13.73
-0.50
(-3.51%)
At close: April 4 at 8:04:00 PM EDT
Loading Chart for SBBAX
  • Previous Close 14.23
  • YTD Return -0.62%
  • Expense Ratio 1.12%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 279.82M
  • Beta (5Y Monthly) 0.97
  • Yield 2.55%
  • 5y Average Return --
  • Holdings Turnover 82.00%
  • Last Dividend 0.05
  • Inception Date Jul 25, 2014

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.

Franklin Templeton Investments

Fund Family

Allocation--50% to 70% Equity

Fund Category

279.82M

Net Assets

2014-07-25

Inception Date

Performance Overview: SBBAX

View More

Trailing returns as of 4/3/2025. Category is Allocation--50% to 70% Equity.

YTD Return

SBBAX
0.62%
Category
9.69%
 

1-Year Return

SBBAX
4.67%
Category
27.06%
 

3-Year Return

SBBAX
4.36%
Category
11.00%
 

5-Year Return

SBBAX
8.66%
Category
10.26%
 

People Also Watch

Holdings: SBBAX

View More

Sector Weightings

SectorSBBAX
Technology   25.49%
Healthcare   11.80%
Industrials   10.53%
Energy   3.08%
Utilities   1.70%
Real Estate   1.42%

Recent News: SBBAX

View More

Research Reports: SBBAX

View More

Top Mutual Funds