SBCPX Mutual Fund

SBCPX Mutual Fund (Franklin Multi-Asset Defensive Growth Fund Class A) is managed by Franklin Templeton Investments (US) with $101.7M in net assets. SBCPX expense ratio is 1.01%, holding 18 positions across sectors including Financials. Inception date: 1996-02-05.

SBCPX performance shows a YTD return of 3.79%. The 1-year return is 9.45% and the 5-year return is 3.88%. SBCPX dividend yield stands at 4.93%, paid quarterly.

SBCPX 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 SBCPX holdings, SBCPX sectors, or SBCPX dividends.

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