SBCPX : QS Defensive Growth Fund Class A

SBCPX is a Allocation Market All-In-One with MODERATE fees.

SBCPX

QS Defensive Growth Fund Class A

FI Score

44 /100

Expense Ratio Rating

7 /10

Expense Rating

5 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

44% FI Score
  • sbcpx
  • Mutual Fund
  • Allocation
  • All-In-One

QS Defensive Growth Fund Class A

Expenses: 0.55% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks income as a primary objective and long-term growth of capital as a secondary objective. The fund is a fund of funds that it invests in other mutual funds and ETFs. The fund is managed as an asset allocation program and allocates its assets among funds and ETFs managed by the manager and its affiliates and ETFs managed by unaffiliated investment advisers. The portfolio managers will allocate between 15% to 45% of the fund's assets to underlying funds that invest in equity and equity-like strategies and between 55% to 85% of the fund's assets to underlying funds that invest in fixed income strategies. The fund is non-diversified.

Largest Holdings

Amount Holding
24.06% Western Asset Core Plus Bond IS
22.55% Western Asset Core Bond IS
8.25% BrandywineGLOBAL Global Opp Bd USDH IS
6.94% QS Global Dividend IS
6.33% Western Asset High Yield IS
5.70% QS Strategic Real Return IS
4.66% ClearBridge Appreciation IS
3.80% QS Global Market Neutral IS
3.14% QS US Large Cap Equity IS
2.82% ClearBridge Large Cap Growth IS
2.30% BrandywineGLOBAL Alternative Credit IS
1.55% BrandywineGLOBAL Global Unconst Bond IS
1.44% Western Asset Macro Opportunities IS
1.08% Martin Currie Emerging Markets IS
0.92% QS US Small Capitalization Equity IS
0.91% ClearBridge Global Infrastructure Inc IS
0.85% BrandywineGLOBAL Dyn US Large Cap Val IS
0.85% ClearBridge Small Cap Growth IS
0.84% BrandywineGLOBAL Div US Large Value IS
0.17% QS International Equity IS
0.15% ClearBridge International Value IS

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