Franklin Multi-Asset Growth Fund R (LLLRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LLLRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LLLRX
LLLRX charges 1.46% annually. There are 501 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | LLLRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | LLLRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LLLRX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | LLLRX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | LLLRX vs FYMIX |
Best Risk-Adjusted Alternatives to LLLRX
LLLRX has a PortfoliosLab risk / return rank of 47. There are 408 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | LLLRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | LLLRX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | LLLRX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | LLLRX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | LLLRX vs FSRRX |
Top Performing LLLRX Alternatives (YTD)
LLLRX is at 8.69% YTD. There are 125 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | LLLRX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | LLLRX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | LLLRX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | LLLRX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | LLLRX vs BRUFX |
Lowest Volatility Alternatives to LLLRX
LLLRX has 12.72% 1-year volatility. There are 482 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | LLLRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | LLLRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | LLLRX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | LLLRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | LLLRX vs CSTAX |
Lowest Drawdown Alternatives to LLLRX
LLLRX has a 1-year max drawdown of -8.69%. There are 473 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | LLLRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | LLLRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | LLLRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | LLLRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | LLLRX vs CSTAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | LLLRX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | LLLRX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | LLLRX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | LLLRX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | LLLRX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | LLLRX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | LLLRX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | LLLRX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | LLLRX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | LLLRX vs SHRAX |
Often Compared With LLLRX
Investors most often compare LLLRX with FSIRX, FCSRX, FIQDX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LLLRX with Any Fund or Stock
Compare LLLRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LLLRX with funds that move differently
Franklin Multi-Asset Growth Fund R alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LLLRX.
Explore LLLRX Diversifiers