SBBAX Mutual Fund

SBBAX Mutual Fund (Franklin Multi-Asset Conservative Growth Fund Class A) is managed by Franklin Templeton Investments (US) with $301.1M in net assets. SBBAX expense ratio is 0.95%, holding 19 positions across sectors including Financials. Inception date: 1996-02-05.

SBBAX performance shows a YTD return of 7.46%. The 1-year return is 12.55% and the 5-year return is 6.53%. SBBAX dividend yield stands at 5.17%, paid quarterly.

SBBAX top holdings include Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (22.2%), Qs US Large Cap Equity Fund (18.6%), Putnam Large Cap Growth Fund, Class R6 (12.0%), Putnam Lg Cap Value Unt1:1 Smut Usd Npv (9.9%), Brandywineglobal - Flexible Bond Fund (8.0%). Go to all SBBAX holdings, SBBAX sectors, or SBBAX dividends.

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