LMLRX Mutual Fund

LMLRX Mutual Fund (Franklin Multi-Asset Defensive Growth Fund Class R) is managed by Franklin Templeton Investments (US) with $686,054.58 in net assets. LMLRX expense ratio is 1.18%, holding 18 positions across sectors including Financials. Inception date: 2014-06-02.

LMLRX performance shows a YTD return of 3.73%. The 1-year return is 9.24% and the 5-year return is 4.08%. LMLRX dividend yield stands at 4.79%, paid quarterly.

LMLRX top holdings include Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (36.8%), Sold COP Bought USD 20260406 (12.9%), Franklin Institutional U.S.Government Money Market Fund (5.3%), Invesco Government & Agency Portfolio, Institutional Class (2.2%), Tf-templeton Foreign Fund Oemf USD Npv Cl R6 Tis A/c# 37 (0.3%). Go to all LMLRX holdings, LMLRX sectors, or LMLRX dividends.

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