About LANIX
Franklin Multi-Asset Growth Fund I is an open-end mutual fund designed to pursue capital appreciation by strategically allocating assets across a mix of underlying funds, including both mutual funds and exchange-traded funds. The fund employs a diversified, multi-asset approach, investing primarily in equity and fixed income securities through its holdings in other managed funds. Its equity exposure spans U.S. large cap, value, and growth equities, as well as international and emerging markets stocks, while its fixed income allocation covers core bonds, high-yield corporates, and global bonds. This blend is intended to capture growth potential while managing risk across different market environments. The fund concentrates a significant portion of its holdings in its top positions, reflecting an active asset allocation strategy, with over 87% of assets held in its top 10 holdings as of early 2025. Managed by Franklin Templeton Investments, the fund maintains a moderate expense profile compared to its peer group, making it a relevant player for investors seeking a single, professionally managed solution to gain broad market exposure and diversified growth within the multi-asset category.
Fund Family Franklin Templeton Investments
Category Allocation--85%+ Equity
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol LANIX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
LANIX had a total return of 23.01% in the past year, including dividends.
Since the fund's inception, the average annual return has been 10.52%.
