Franklin Multi-Asset Defensive Growth FundLMGIX

MUTUAL FUNDFranklin Templeton
Type
Mutual fund
Peer group
Allocation
Net assets
$103.5M
Expense ratio
0.71%
1-year return
+13.4%
3 years, a year
+9.3%
5 years, a year
+4.2%
Holdings
18

What it aims to do.

The fund seeks income as a primary objective

Top 10 holdings.

Holding% of fund
Franklin Templeton ETF Trust36.78%
Legg Mason Global Asset Management Trust12.87%
Legg Mason Partners Investment Trust11.20%
Putnam Investment Funds6.49%
Putnam Large Cap Value Fund6.19%
Franklin Templeton ETF Trust5.28%
Legg Mason Partners Investment Trust4.00%
Templeton Developing Markets Trust3.03%
Franklin BSP Lending Fund2.48%
Franklin Templeton ETF Trust2.39%

More on LMGIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.