About LLMRX
Franklin Multi-Asset Moderate Growth Fund Class R is a diversified mutual fund designed to pursue long-term capital growth by utilizing a multi-asset investment strategy. As a "fund of funds," it strategically allocates assets across various Franklin Templeton-managed funds, offering exposure to multiple asset classes such as equities, fixed income, and alternative investments. The fund is structured to maintain a moderate risk profile, aiming to balance growth potential with risk management by investing in both growth-oriented securities and income-generating assets. With total assets exceeding $500 million, it appeals to investors seeking a broad, professionally-managed portfolio that adjusts to evolving market conditions. Regular dividends, an annual expense ratio, and systematic rebalancing are notable features. The Franklin Multi-Asset Moderate Growth Fund Class R plays an important role in the market by providing access to a well-researched, multi-layered investment approach, suitable for individuals and institutions aiming for steady growth and diversification within a single fund vehicle.
Fund Family Franklin Templeton Investments
Category Allocation--70% to 85% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol LLMRX
Share Class Class R
Index Bloomberg U.S. Aggregate Bond TR
LLMRX had a total return of 9.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.84%.
