SBCLX — Franklin Multi-Asset Defensive Growth Fund
Data updated: 2026-06-26
SBCLX — Franklin Multi-Asset Defensive Growth Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Multi-Cap / All-Cap Blend / Core Equity · $103.47M AUM · 1.84% expense ratio · 8.6% 1-yr return. From SEC regulatory filings.
SBCLX Fund Overview
SBCLX — Franklin Multi-Asset Defensive Growth Fund is a US mutual fund managed by Legg Mason Partners Investment Trust, categorised as United States Multi-Cap / All-Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Legg Mason Partners Investment Trust
- Category: United States Multi-Cap / All-Cap Blend / Core Equity
- Assets under management: $103.47M
- 1-year return: 8.6%
- Ticker: SBCLX
- SEC CIK: 0000880366
- SEC series ID: S000016653
- Share class ID: C000046526
SBCLX Holdings
Top 10 holdings of Franklin Multi-Asset Defensive Growth Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Franklin Templeton ETF Trust | 36.78% |
| Legg Mason Global Asset Management Trust | 12.87% |
| Legg Mason Partners Investment Trust | 11.20% |
| Putnam Investment Funds | 6.49% |
| Putnam Large Cap Value Fund | 6.19% |
| Franklin Templeton ETF Trust | 5.28% |
| Legg Mason Partners Investment Trust | 4.00% |
| Templeton Developing Markets Trust | 3.03% |
| Franklin BSP Lending Fund | 2.48% |
| Franklin Templeton ETF Trust | 2.39% |
SBCLX Portfolio Allocation
Asset-class allocation of Franklin Multi-Asset Defensive Growth Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 97.9% |
| Cash & Equivalents | 2.2% |
SBCLX Performance
Total returns for SBCLX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -1.1% |
| 1 year | 8.6% |
| 3 years (annualised) | 7.6% |
| 5 years (annualised) | 3.1% |
SBCLX Risk Information
Risk metrics for SBCLX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 4.5%
SBCLX Costs and Fees
SBCLX costs about $184 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.84%
- Gross expense ratio: 86.03%
- Portfolio turnover: 32%
- Brokerage commissions: 2.50 bps of average net assets (SEC N-CEN)
SBCLX Cashflows
Over the 12 months to 2026-04, Franklin Multi-Asset Defensive Growth Fund had net outflows of $4.51M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | −$267.74K |
| 2026-03 | −$1.55M |
| 2026-02 | −$499.87K |
| 2026-01 | −$626.53K |
| 2025-12 | $2.04M |
| 2025-11 | −$1.12M |
SBCLX Debt Constituents
No individual debt constituents are reported in Franklin Multi-Asset Defensive Growth Fund's latest SEC N-PORT filing.
SBCLX Prospectus and SEC Filings
Official Franklin Multi-Asset Defensive Growth Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Multi-Cap / All-Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.