Franklin Multi-Asset Defensive Growth Fund C
LWLAX
NASDAQ
Weiss Ratings | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Weak | |||
Reward Grade | D+ | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Provider | Franklin Templeton Investments | |||
Manager/Tenure (Years) | Laura Green (3), Jacqueline Kenney (3), Berkeley Belknap (0) | |||
Website | http://www.franklintempleton.com | |||
Fund Information | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | Franklin Multi-Asset Defensive Growth Fund C | |||
Category | Moderately Conservative Allocation | |||
Sub-Category | Cautious Allocation | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Aug 01, 2012 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | 0.01 | |||
Dividends and Shares | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 2.71% | |||
Dividend | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 1.56% | |||
Asset Allocation | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 4.56% | |||
Stock | 36.73% | |||
U.S. Stock | 29.45% | |||
Non-U.S. Stock | 7.28% | |||
Bond | 57.70% | |||
U.S. Bond | 48.30% | |||
Non-U.S. Bond | 9.40% | |||
Preferred | 0.73% | |||
Convertible | 0.12% | |||
Other Net | 0.15% | |||
Price History | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | -0.22% | |||
30-Day Total Return | 1.27% | |||
60-Day Total Return | 2.95% | |||
90-Day Total Return | 4.37% | |||
Year to Date Total Return | 5.78% | |||
1-Year Total Return | 5.78% | |||
2-Year Total Return | 20.09% | |||
3-Year Total Return | 18.17% | |||
5-Year Total Return | 16.75% | |||
Price | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Nav | $13.50 | |||
1-Month Low NAV | $13.36 | |||
1-Month High NAV | $13.58 | |||
52-Week Low NAV | $12.22 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $13.58 | |||
52-Week High Price (Date) | Aug 14, 2025 | |||
Beta / Standard Deviation | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | 1.17 | |||
Standard Deviation | 9.63 | |||
Balance Sheet | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 103.25M | |||
Operating Ratios | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 1.92% | |||
Turnover Ratio | 94.00% | |||
Performance | LWLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 9.55% | |||
Last Bear Market Total Return | -8.93% | |||