Nasdaq - Delayed Quote USD

Franklin Multi-Asset Conservative Gr A (SBBAX)

14.15
+0.66
+(4.89%)
At close: 8:09:18 AM EDT

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

  • Schwab Institutional
  • Raymond James
  • Raymond James WRAP Eligible
  • Securities America Advisors
  • Securities America Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)

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 -0.62%
Yield 2.55%
Morningstar Rating
Inception Date Jul 25, 2014

Performance & Risk

YTD Return -7.54%
5y Average Return 6.54%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

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