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 | |
| 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 | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SBBAX vs BWBIX |
Best Risk-Adjusted Alternatives to SBBAX
SBBAX has a PortfoliosLab risk / return rank of 59. There are 298 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 | 98 | — | Dec 2002 | SBBAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | SBBAX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | SBBAX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | SBBAX vs AYBLX |
Top Performing SBBAX Alternatives (YTD)
SBBAX is at 6.93% YTD. There are 251 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | SBBAX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | SBBAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | SBBAX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | SBBAX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | SBBAX vs SMIFX |
Lowest Volatility Alternatives to SBBAX
SBBAX has 8.31% 1-year volatility. There are 241 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | SBBAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | SBBAX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | SBBAX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | SBBAX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | SBBAX vs CSTAX |
Lowest Drawdown Alternatives to SBBAX
SBBAX has a 1-year max drawdown of -6.12%. There are 244 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | SBBAX vs FSRKX | |
| 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 |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 18 | 10.75% | — | Jan 1968 | SBBAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 33 | -0.48% | — | May 1969 | SBBAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 84 | 4.75% | — | — | SBBAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 26 | 5.85% | — | Apr 1948 | SBBAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 18 | 14.85% | — | Jun 2011 | SBBAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.43% | — | Jan 1987 | SBBAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 2.89% | — | Aug 1997 | SBBAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 2.52% | — | Oct 1983 | SBBAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 89 | 4.88% | — | Aug 1997 | SBBAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 34 | 5.24% | — | Mar 1970 | SBBAX vs SHAPX |
Often Compared With SBBAX
Investors most often compare SBBAX with BLNDX, FYMIX, FIQDX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 81 | 12.91% | — | Dec 2019 | SBBAX vs BLNDX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 58 | 10.06% | — | Feb 2022 | SBBAX vs FYMIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 88 | 6.68% | — | Oct 2018 | SBBAX vs FIQDX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 87 | 6.54% | — | Sep 2005 | SBBAX vs FSRRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 86 | 6.58% | — | Sep 2005 | SBBAX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 82 | 6.09% | — | Sep 2005 | SBBAX vs FCSRX | |
| PGIM Real Assets Fund | Diversified Portfolio | 75 | 10.42% | — | Dec 2010 | SBBAX vs PUDZX |
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