Franklin Multi-Asset Conservative Growth Fund (SBBAX) 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 SBBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBBAX
SBBAX charges 0.44% annually. There are 167 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 | SBBAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SBBAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | SBBAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SBBAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | SBBAX vs VTMFX |
Best Risk-Adjusted Alternatives to SBBAX
SBBAX has a PortfoliosLab risk / return rank of 57. There are 293 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 | SBBAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | SBBAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SBBAX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SBBAX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | SBBAX vs AOBLX |
Top Performing SBBAX Alternatives (YTD)
SBBAX is at 7.06% YTD. There are 249 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | SBBAX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | SBBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | SBBAX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | SBBAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | SBBAX vs TIBIX |
Lowest Volatility Alternatives to SBBAX
SBBAX has 8.40% 1-year volatility. There are 252 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 | SBBAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | SBBAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | SBBAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SBBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | SBBAX vs CSTAX |
Lowest Drawdown Alternatives to SBBAX
SBBAX has a 1-year max drawdown of -6.12%. There are 243 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 | SBBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SBBAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SBBAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SBBAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SBBAX 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 | 17 | 9.66% | — | Jan 1968 | SBBAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -8.99% | — | May 1969 | SBBAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 80 | 5.21% | — | — | SBBAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 23 | 6.65% | — | Apr 1948 | SBBAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 34 | 20.75% | — | Jun 2011 | SBBAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | 6.78% | — | Jan 1987 | SBBAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.70% | — | Aug 1997 | SBBAX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 5.36% | — | Aug 1997 | SBBAX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.59% | — | Oct 1983 | SBBAX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 43 | 15.10% | — | Oct 1990 | SBBAX vs TFEQX |
Often Compared With SBBAX
Investors most often compare SBBAX with BWBIX, SHAPX, BLNDX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SBBAX with Any Fund or Stock
Compare SBBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBBAX with funds that move differently
Franklin Multi-Asset Conservative Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBBAX.
Explore SBBAX Diversifiers