SBBAX Mutual Fund

SBBAX Mutual Fund (Franklin Multi-Asset Conservative Growth Fund Class A) is managed by Franklin Templeton Investments (US) with $307.6M in net assets. SBBAX expense ratio is 0.95%, holding 18 positions across sectors including Financials. Inception date: 1996-02-05.

SBBAX performance shows a YTD return of 5.70%. The 1-year return is 12.66% and the 5-year return is 6.39%. SBBAX dividend yield stands at 5.26%, paid quarterly.

SBBAX top holdings include Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (23.4%), Brandywineglobal - Flexible Bond Fund (8.2%), Franklin Institutional U.S.Government Money Market Fund (3.4%), Invesco Government & Agency Portfolio, Institutional Class (2.4%), Tf-templeton Foreign Fund Oemf USD Npv Cl R6 Tis A/c# 37 (0.4%). 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.