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Franklin Multi-asset Conservative Growth Fund Class A: (MF: SBBAX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:22 PM ET

$15.30 USD

-0.03 (-0.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.60 72
3 months 2.18 79
6 months 7.93 62
1 Year 11.63 68
3 Year 11.14 55
5 Year 6.54 56
10 Year 7.55 57

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 54.05
Bear Market (10/07 - 2/09) -36.21
Bull Market (2/09 - 3/21) 343.35

Load Adjusted Returns as of Jan 31, 2026

1 Year 6.91
5 Year 5.07
10 Year 6.46
Since Inception 5.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.68 6.33 5.03 1.68
2024 5.80 0.52 5.90 -1.03
2023 4.32 3.25 -3.40 8.58
2022 -5.00 -10.12 -5.34 6.88
2021 2.58 4.84 -0.88 3.32

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.6012.7911.4712.98-13.6210.149.2816.74-5.1512.777.02
% Total Return Rel to Index 0.00-5.42-13.55-13.264.57-18.54-9.11-14.75-0.76-9.01-4.90
% Total Return Rel to Peer 0.00-1.711.55-0.17-0.66-1.36-1.40-0.451.34-0.680.75
% Perf Quintile vs Peer* 0.000.000.003.002.004.004.004.002.004.003.00
% Dividends 0.000.400.350.270.260.520.250.290.300.260.27
% Yield NA2.362.252.591.943.081.561.872.141.631.83
Capital Gains ($) 0.001.090.130.220.650.470.420.470.460.990.29
Expense Ratio 0.000.440.440.460.440.470.460.470.470.500.49

* 1 = Top 20%, 5 = Bottom 20%