LLAIX Mutual Fund

LLAIX Mutual Fund

NAV$17.87
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Fund Essentials - as of Jan 30, 2026

Net Assets
$9M
Expense Ratio
0.73%
Dividend Yield (Current)
11.27%
Holdings
18
Inception Date
Oct 2, 2007
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+7.74%
1 Year+16.16%
3 Year+14.00%
5 Year+8.45%
10 Year+9.41%

Asset Allocation

Cash: 0.38%
Other: 99.62%
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Top Holdings

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TickerNameWeight
LMISXQs US Large Cap Equity Fund20.84%
LSITXClearbridge Large Cap Growth Fund15.45%
-Putnam Large Cap Value Fund Oemf Usd 1 Cl R6 Income13.26%
FLCBFranklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 2856511.38%
LIESXQs International Equity Fund5.40%
Top 10 Concentration: 88.50%Report Date: Jan 30, 2026
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Dividend Summary

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Dividend Yield (Current)
11.27%
Frequency
Semi-Annually
Latest Distribution
$1.00
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LLAIX Mutual Fund Overview

LLAIX Mutual Fund (Franklin Multi-Asset Moderate Growth Fund Class I) is managed by Franklin Templeton Investments (US) with $9.0M in net assets. LLAIX expense ratio is 0.73%, holding 18 positions across sectors including Financials. Inception date: 2007-10-02.

LLAIX performance shows a YTD return of 7.74%. The 1-year return is 16.16% and the 5-year return is 8.45%. LLAIX dividend yield stands at 11.27%, paid semi-annually.

LLAIX top holdings include Qs US Large Cap Equity Fund (20.8%), Clearbridge Large Cap Growth Fund (15.4%), Putnam Large Cap Value Fund Oemf Usd 1 Cl R6 Income (13.3%), Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (11.4%), Qs International Equity Fund (5.4%). Go to all LLAIX holdings, LLAIX sectors, or LLAIX dividends.

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