LWLAX Mutual Fund

LWLAX Mutual Fund (Franklin Multi-Asset Defensive Growth Fund Class C) is managed by Franklin Templeton Investments (US) with $170,699.63 in net assets. LWLAX expense ratio is 1.80%, holding 18 positions across sectors including Financials. Inception date: 2012-08-01.

LWLAX performance shows a YTD return of 3.29%. The 1-year return is 8.58% and the 5-year return is 3.09%. LWLAX dividend yield stands at 4.16%, paid quarterly.

LWLAX top holdings include Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (36.8%), Brandywineglobal - Flexible Bond Fund (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 LWLAX holdings, LWLAX sectors, or LWLAX dividends.

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