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

(NASDAQ Mutual Funds) As of Jul 9, 2025 08:00 PM ET

$14.72 USD

+0.06 (0.41%)

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 May 31, 2025

Total Return %* Percentile Rank Objective
YTD 2.45 79
3 months 1.14 52
6 months 0.40 70
1 Year 9.24 43
3 Year 7.24 49
5 Year 7.26 56
10 Year 5.56 54

* 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) 297.16

Load Adjusted Returns as of May 31, 2025

1 Year -0.82
5 Year 7.51
10 Year 4.79
Since Inception 5.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.68 NA NA NA
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
2020 -14.20 12.04 4.47 8.80

Annual Return

20252024202320222021202020192018201720162015
% Total Return 2.4511.4712.98-13.6210.149.2816.74-5.1512.777.02-1.55
% Total Return Rel to Index 1.39-13.55-13.264.57-18.54-9.11-14.75-0.76-9.01-4.90-2.94
% Total Return Rel to Peer -0.911.55-0.17-0.66-1.36-1.40-0.451.34-0.680.750.79
% Perf Quintile vs Peer* 0.000.003.002.004.004.004.002.004.003.003.00
% Dividends 0.040.350.270.260.520.250.290.300.260.270.25
% Yield 0.312.252.561.943.081.561.872.141.631.831.68
Capital Gains ($) 0.000.130.220.650.470.420.470.460.990.290.71
Expense Ratio 0.440.440.460.440.470.460.470.470.500.490.49

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