LMGIX Mutual Fund

LMGIX Mutual Fund (Franklin Multi-Asset Defensive Growth Fund Class I) is managed by Franklin Templeton Investments (US) with $1.3M in net assets. LMGIX expense ratio is 0.71%, holding 18 positions across sectors including Financials. Inception date: 2012-03-15.

LMGIX performance shows a YTD return of 3.56%. The 1-year return is 5.58% and the 5-year return is 4.02%. LMGIX dividend yield stands at 3.58%, paid quarterly.

LMGIX top holdings include Franklin Liberty U.s. Core Bond Etf Etf Usd Npv Tis A/c# 28565 (34.6%), Brandywineglobal - Flexible Bond Fund (12.8%), Qs US Large Cap Equity Fund (12.6%), Putnam Large Cap Growth Fund, Class R6 (8.1%), Putnam Large Cap Value Fund (6.7%). Go to all LMGIX holdings, LMGIX sectors, or LMGIX dividends.

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