LANIX Mutual Fund

LANIX Mutual Fund (Franklin Multi-Asset Growth Fund Class I) is managed by Franklin Templeton Investments (US) with $11.7M in net assets. LANIX expense ratio is 0.79%, holding 16 positions across sectors including Financials. Inception date: 2008-12-16.

LANIX performance shows a YTD return of 9.05%. The 1-year return is 18.43% and the 5-year return is 10.26%. LANIX dividend yield stands at 11.82%, paid semi-annually.

LANIX top holdings include Qs US Large Cap Equity Fund (26.7%), Putnam Large Cap Growth Fund, Class R6 (14.7%), Putnam Large Cap Value Fund Oemf Usd 1 Cl R6 Income (14.3%), Clearbridge Large Cap Growth Fund (10.3%), Templeton Developing Markets Trust Class R6 (7.2%). Go to all LANIX holdings, LANIX sectors, or LANIX dividends.

LANIX can be compared against other funds. Use LANIX overlap to find shared positions, or LANIX vs another fund for a side-by-side view. LANIX alternatives are available via the screener, along with tax-loss harvesting opportunities.