QLMIIX

Active

Franklin Multi-Asset Variable Growth

Category: US Equity (9,528 funds)

Expense Ratio
1.08%
Annual Cost per $10K
$108.00
30-Year Fee Drag per $10K
$19,974
at 7% annual return
Fund Type
Mutual Fund
Active

Asset Allocation

US Equity
71%
Intl Equity
20%
US Bond
6%
Cash
3%

Fee Comparison

QLMIIX
1.08%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

2% more expensive than category average

Fee Impact Calculator

$
%
QLMIIX at 1.08%$280,743
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$99,870
Cost vs index fund−$96,681

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Ranked by allocation similarity weighted by fund size

TickerNameER
QLMIIXFranklin Multi-Asset Variable Growth1.08%
CGLGXAmerican Funds Growth and Income Portfolio0.92%
FEEFXAmerican Funds Fundamental Investors0.34%
DOXGXDodge & Cox Stock Fund0.41%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
VGHAXVANGUARD HEALTH CARE FUND0.32%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
AAMTXAmerican Funds 2055 Target Date Retirement Fund0.70%
TGIPXT. Rowe Price Spectrum Moderate Growth Allocation Fund0.64%
FMSHXFranklin Mutual Shares Fund0.70%
FNNEXNew Economy Fund0.47%
AAFTXAmerican Funds 2035 Target Date Retirement Fund0.67%
FSELXSelect Semiconductors Portfolio0.62%
AANTXAmerican Funds 2060 Target Date Retirement Fund0.72%
GSKPXGoldman Sachs Tax-Advantaged Global Equity Portfolio1.22%
FDVLXFidelity Value Fund0.68%
SVAAXFederated Hermes Strategic Value Dividend Fund1.06%
GQEFXGMO Quality Fund0.42%
GMWZXMyDestination 2025 Fund0.75%
MIGNXMFS Massachusetts Investors Growth Stock Fund0.37%
TTMIXT. Rowe Price Communications & Technology Fund0.67%
VGSTXVANGUARD STAR FUND0.30%
SMHVanEck Semiconductor ETF0.35%
FKALXFederated Hermes Kaufmann Small Cap Fund1.36%
ACSHXInvesco Comstock Fund0.51%
FEIKXFidelity Equity-Income Fund0.46%
PGTIXT. Rowe Price Global Technology Fund, Inc.0.78%
GQRPXGQG PARTNERS GLOBAL QUALITY EQUITY FUND0.70%
VVOAXInvesco Value Opportunities Fund1.27%
LLISXFranklin Multi-Asset Growth Fund0.87%
FETKXFidelity Equity Dividend Income Fund0.46%
FVDFirst Trust Value Line Dividend Index Fund0.61%
SOXXiShares Semiconductor ETF0.34%
FCFWXAmerican Funds Retirement Income Portfolio - Enhanced1.14%
DGEIXGLOBAL EQUITY PORTFOLIO$1M min0.26%
ISPDXVOYA SOLUTION 2045 PORTFOLIO1.16%
GOODXGoodHaven Fund1.10%
CGPAXAmerican Funds Growth Portfolio0.99%
FGIDXFidelity Growth and Income Portfolio0.46%
MGISXGLOBAL FRANCHISE PORTFOLIO0.83%
WFPRXAllspring Special Mid Cap Value Fund0.70%
GARUXGoldman Sachs Absolute Return Tracker Fund0.73%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
FSPHXSelect Health Care Portfolio0.63%
IOOiShares Global 100 ETF0.40%
KAUAXFederated Hermes Kaufmann Fund1.96%
AAOTXAmerican Funds 2065 Target Date Retirement Fund0.73%
FBIOXSelect Biotechnology Portfolio0.63%
THISXT. Rowe Price Health Sciences Fund, Inc.0.67%
TPPAXT. Rowe Price Spectrum Moderate Allocation Fund0.62%
LCBEXClearBridge Dividend Strategy Fund0.66%
VGELXVANGUARD ENERGY FUND0.45%
FKMCXFidelity Mid-Cap Stock Fund1.69%
IXNiShares Global Tech ETF0.39%
FACDXFidelity Advisor Health Care Fund0.68%
PCHSXPutnam Global Health Care Fund1.04%
VHGEXVANGUARD GLOBAL EQUITY FUND0.39%
PSGFXSAM Strategic Growth Portfolio1.07%
RYTRXRoyce Small-Cap Total Return Fund1.21%
TAMVXT. Rowe Price Mid-Cap Value Fund, Inc.1.10%
BGSAXBlackRock Technology Opportunities Fund1.92%
APDMXArtisan Mid Cap Fund1.05%
PENNXRoyce Small-Cap Fund0.93%
GMHZXMyDestination 2035 Fund0.75%
NMAVXNuance Mid Cap Value Fund0.81%
FVSKXFidelity Advisor Value Strategies Fund0.72%
XLBThe Materials Select Sector SPDR Fund0.08%
FELAXFidelity Advisor Semiconductors Fund0.69%
GMTZXMyDestination 2015 Fund0.75%
DVIPXDAVENPORT VALUE & INCOME FUND0.86%
GGIZXBalanced Allocation Fund0.98%
YACKXAMG Yacktman Fund$1M min0.62%
APDTXArtisan Focus Fund1.15%
AMANXAmana Income Fund1.01%
FSFGXFidelity Focused Stock Fund0.69%
AALRXAmerican Beacon Large Cap Value Fund0.62%
FCAGXFidelity Small Cap Growth Fund0.92%
IBBiShares Biotechnology ETF0.44%
FDGFXFidelity Dividend Growth Fund1.16%
BFGUXBaron Focused Growth Fund1.05%
GABAXThe Gabelli Asset Fund1.33%
SCGVXSands Capital Global Growth Fund1.21%
FBDIXFranklin Biotechnology Discovery Fund0.77%
ETFAXNORTH SQUARE TACTICAL GROWTH FUND1.44%
EAGLEagle Capital Select Equity ETF0.80%
RPFGXDavis Financial Fund0.94%
JETSU.S. Global Jets ETF0.60%
NBFAXNeuberger Berman Focus Fund1.12%
FVDFXFidelity Value Discovery Fund0.77%
HNSGXHarbor Small Cap Growth Fund0.80%
PRPQXPGIM Jennison Energy Infrastructure Fund1.10%
SLADXSelected American Shares0.66%
FCDAXFidelity Stock Selector Small Cap Fund0.85%
POSKXPRIMECAP Odyssey Stock Fund0.67%
TVLAXTouchstone Strategic Trust-Touchstone Value Fund1.08%
EIVAXAllspring Special Large Cap Value Fund0.82%
FBFWXAmerican Funds Retirement Income Portfolio - Moderate1.24%
AXBAXColumbia Capital Allocation Aggressive Portfolio1.03%
PHLQXPGIM Jennison Health Sciences Fund0.77%
JGLOJPMorgan Global Select Equity ETF0.47%

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