SBCPX Mutual Fund

SBCPX Mutual Fund (Franklin Multi-Asset Defensive Growth Fund Class A) is managed by Franklin Templeton Investments (US) with $98.4M 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 3.33%. The 1-year return is 5.19% and the 5-year return is 3.70%. SBCPX dividend yield stands at 3.28%, paid quarterly.

SBCPX 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 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.