LWLAX Mutual Fund
LWLAX Mutual Fund
Franklin Multi-Asset Defensive Growth Fund Class C
LWLAX Mutual Fund Overview
LWLAX Mutual Fund (Franklin Multi-Asset Defensive Growth Fund Class C) is managed by Franklin Templeton Investments (US) with $166,972.24 in net assets. LWLAX expense ratio is 1.92%, holding 18 positions across sectors including Unknown, Other, Financials. Inception date: 2012-08-01.
LWLAX performance shows a YTD return of 4.21%. The 1-year return is 11.48% and the 5-year return is 3.44%. LWLAX dividend yield stands at 3.72%, paid quarterly.
LWLAX top holdings include Franklin Liberty U.S. Core Bond ETF (36.8%), Brandywineglobal - Flexible Bond Fund (12.9%), Franklin Liberty High Yield Corporate ETF ETF USD Npv Tis A/c #26729 (5.3%), Invesco Government & Agency Portfolio, Institutional Class (2.2%), Tf-templeton Foreign Fund Oemf USD Npv Cl R6 Tis A/c# 37 (0.3%). View all LWLAX holdings, sector breakdown, or dividend history.
LWLAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LWLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.