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Franklin Multi-asset Defensive Growth Fund Class C1: (MF: SBCLX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:36 PM ET

$14.98 USD

+0.03 (0.20%)

Zacks MF Rank

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

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.39 91
3 months 1.86 90
6 months 4.75 90
1 Year 9.87 86
3 Year 9.23 83
5 Year 3.69 89
10 Year 5.12 87

* Annual for three years and beyond.

Zacks Premium Research for SBCLX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

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Portfolio Statistics

% Unrealized Gain 12.63
% Yield 1.93
% SEC Yield NA
Net Assets (Mil $) 2/28/2026 NA
% Turnover 2/28/2026 94.00

Risk

3 Year 5 Year 10 Year
Beta 0.42 0.47 0.43
Alpha -1.07 -3.81 -2.34
R Squared 0.08 0.24 0.33
Std. Dev. 16.66 14.38 11.16
Sharpe 0.35 0.09 5.00

Sector / Country Weightings

As of 2/28/2026 % of Portfolio
Finance 98.99
Other 1.01

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2025)
% of Portfolio Value (Mil$)
FRANKLIN LIBERTY US CORE 39.31 41.67
BRANDYWINEGLOBAL FLEX BD 13.42 14.23
FRANKLIN US LARGE CAP EQ 9.26 9.81
CLEARBRIDGE LG CAP GROWTH 8.08 8.56
PUTNAM LARGE CAP VALUE Y 6.03 6.39
FRANKLIN LIBERTY HI YLD C 5.50 5.83
CLEARBRIDGE APPRECIATION 3.03 3.21
FRANKLIN INTL EQUITY FD I 2.47 2.62
PUTNAM LARGE CAP GROWTH F 2.42 2.57

Stock Holding % of Net Assets

As Of 10/31/2025
Total Issues 18
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Composition

% of Portfolio
Stocks 0.00
Foreign Stocks 0.00
Cash 0.46
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 99.54
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth NA
Large Value NA
Small Growth NA
Small Value NA
Foreign Stock NA
Emerging Market NA
Precious Metal NA
Intermediate Bond NA
Foreign Bond NA
High Yield Bond NA