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Franklin Multi-Asset Growth I (LANIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.33-0.09 (-0.55%)
At close: 06:45PM EDT

Franklin Multi-Asset Growth I

New York, NY 10041

620 EIGHTH AVENUE, 49TH FLOOR

LEGG MASON & CO., LLC

1-877-721-1926
Management information
,Lead manager since 6 August 2021
LAURA GREEN, CFA Vice President Portfolio Manager Franklin Templeton Investment Solutions New York, New York, United States Laura Green is a vice president and portfolio manager within Franklin Templeton Investment Solutions. Ms. Green is responsible for asset allocation (multi-asset) strategies, including target-date, target-risk, volatility-controlled, ESG and customized solutions. Prior to joining Franklin Templeton, Ms. Green was a member of the Portfolio Management team at QS Investors, a quantitative multi-asset and equity manager, where she was responsible for managing similar strategies. QS Investors combined with Franklin Templeton Multi-Asset Solutions in October 2020 to create Franklin Templeton Investment Solutions. Before joining QS Investors in 2010, Ms.Green was a member of its predecessor, Deutsche Asset Management Quantitative Strategies group, where she held portfolio manager and portfolio assistant positions. Ms. Green holds a Bachelor of Arts in communication from the University of Pennsylvania. She also holds the Chartered Financial Analyst (CFA) designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--85%+ Equity
Fund familyFranklin Templeton Investments
Net assets837.96M
YTD return8.79%
Yield1.13%
Morningstar rating★★★
Inception date1 Jun 2014

Fund operations

Last dividend0.20
Last cap gain17.00
Holdings turnover21.00%
Average for categoryN/A

Fees and expenses

ExpenseLANIXCategory average
Annual report expense ratio (net)1.53%0.74%
Prospectus net expense ratio1.53%N/A
Prospectus gross expense ratio1.53%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.00%
Max deferred sales loadN/A1.42%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A