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 494 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 | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | LLLRX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | LLLRX vs BWBIX |
Best Risk-Adjusted Alternatives to LLLRX
LLLRX has a PortfoliosLab risk / return rank of 57. There are 344 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 | 97 | — | Dec 2009 | LLLRX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 97 | — | Sep 2005 | LLLRX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | LLLRX vs FIQDX |
Top Performing LLLRX Alternatives (YTD)
LLLRX is at 10.74% YTD. There are 70 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 32.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 32.52% | — | Jan 1998 | LLLRX vs EKBAX | |
| Greenspring Fund | 20.11% | — | Jun 1983 | LLLRX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | LLLRX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.20% | — | Dec 2002 | LLLRX vs TIBIX | |
| Standpoint Multi-Asset Fund Institutional | 16.97% | — | Dec 2019 | LLLRX vs BLNDX |
Lowest Volatility Alternatives to LLLRX
LLLRX has 11.48% 1-year volatility. There are 473 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 Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | LLLRX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | LLLRX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | LLLRX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | Sep 2012 | LLLRX vs CSTAX |
Lowest Drawdown Alternatives to LLLRX
LLLRX has a 1-year max drawdown of -8.69%. There are 475 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | LLLRX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | LLLRX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | LLLRX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | LLLRX vs FSRRX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 23 | 13.02% | — | Jan 1968 | LLLRX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 47 | 5.59% | — | May 1969 | LLLRX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.16% | — | — | LLLRX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | 7.40% | — | Apr 1948 | LLLRX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 18 | 16.06% | — | Jun 2011 | LLLRX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.36% | — | Jan 1987 | LLLRX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 11 | 6.54% | — | Aug 1997 | LLLRX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 9 | 4.12% | — | Oct 1983 | LLLRX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 92 | 5.29% | — | Aug 1997 | LLLRX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 38 | 6.10% | — | Mar 1970 | LLLRX vs SHAPX |
Often Compared With LLLRX
Investors most often compare LLLRX with FSIRX, FSRTX, PUDZX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.40% | — | Sep 2005 | LLLRX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.31% | — | Sep 2005 | LLLRX vs FSRTX | |
| PGIM Real Assets Fund | Diversified Portfolio | 90 | 12.42% | — | Dec 2010 | LLLRX vs PUDZX | |
| Sound Mind Investing Fund | Diversified Portfolio | 41 | 16.25% | — | Dec 2005 | LLLRX vs SMIFX |
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