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Franklin S&p 500 Index Fund A (SBSPX)

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46.66 -0.22    -0.47%
29/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 580.58M
Type:  Fund
Market:  United States
Issuer:  Legg Mason
Asset Class:  Equity
QS S&P 500 Index A 46.66 -0.22 -0.47%

SBSPX Overview

 
On this page you'll find an in-depth profile of Franklin S&p 500 Index Fund A. Learn about the key management, total assets, investment strategy and contact information of SBSPX among other information.
Category

Large Blend

Total Assets

580.58M

Expenses

0.54%

Inception Date

35800

Investment Strategy

The investment seeks to provide investment results that, before fees and expenses, correspond to the price and yield performance of the S&P 500® Index. The fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, included in the index. The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of large capitalization companies of the U.S. equities market.

Contact Information

Address One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
Phone +1 650 3122000

Top Executives

Name Title Since Until
Christopher W. Floyd Portfolio Manager 2022 Now
Biography Christopher W. Floyd, CFA Member of the Portfolio Management team. Formerly a developed markets Senior Portfolio Manager at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as a Portfolio Manager from 2003 to 2012 and and Quantitative Analyst from 2000 to 2003. Prior to joining Batterymarch, he performed market analysis at Urban & Associates and worked with retirement plans at Bay State Federal Savings Bank. Education: BA in Economics from Dartmouth College; MBA from Cornell University.
Jose Maldonado Portfolio Manager 2021 Now
Biography Vice President, Portfolio Manager for Franklin Templeton Investment Solutions (“FTIS”). Mr. Maldonado was formerly a member of the Portfolio Management group at QS Investors, a quantitative multi-asset and equity manager. QS Investors combined with Franklin Templeton Multi-Asset Solutions in 2020 to create FTIS. Previously, Mr. Maldonado served as a global equity trader at Arrowstreet Capital and as an investment management consultant at FactSet Research Systems. He entered the financial services industry in 2008. He holds a B.S. in Finance with an Economics minor from Providence College.
Joseph Giroux Portfolio Manager 2022 2023
Biography Joseph Giroux is a Portfolio Manager at O’Shaughnessy Asset Management (OSAM). Prior to joining OSAM, Joe was a Global Equity Portfolio Manager at Franklin Templeton Investment Solutions, and predecessor firms Batterymarch/QS Investors over the past 11 years, where he was the lead Portfolio Manager on multiple funds, including the Franklin Global Equity Fund, Franklin Global Systematic Fund, Franklin Global Dividend Fund, Franklin Global Responsible Fund, and Franklin Global Market Neutral fund, achieving Morningstar Ratings of 4 and 5 Stars, and winning 12 Lipper Awards. Joe has over 30 years
Russell Shtern, CFA SVP Portfolio Manager 2014 2022
Biography Russell Shtern is a portfolio manager with the machine intelligence team at Voya Investment Management. Prior to joining Voya, he was a senior portfolio manager at Franklin Templeton, managing smart beta and active multi-factor equity strategies. Prior to that, Russell worked at QS Investors (a Legg Mason affiliate) as head of equity portfolio management and trading. Previously, he was a lead portfolio manager with the diversification based investing equity and tax managed equity strategies at Deutsche AM Quantitative Strategies group. Russell earned a BBA with honors in finance and a minor in economics from Pace University. He is a CFA® Charterholder.
Michael Ripper 1999 2020 2021
Biography Michael Ripper is a Portfolio Manager at QS Investors. Mr. Ripper was formerly at Deutsche Asset Management from 1999 to 2010. Prior to joining Deutsche Asset Management, he spent 9 years as a performance analyst at Lazard Management Ltd. and AXA Investment Managers Ltd. and as an investment analyst at ABB Investment Management Ltd. UKSIP (UK Society of Investment Professionals), UK affiliate of CFA.
Robert Y. Wang Chief Operating Officer - Head of Portfolio Management 2014 2020
Biography Robert Wang Chief Operating Officer - Head of Portfolio Management • Responsible for oversight of ongoing business operations as well as portfolio management. • Formerly head of Quantitative Strategies Portfolio Management for Deutsche Asset Management’s Quantitative Strategies Group and senior fixed income portfolio manager from 1995 – 2010. Prior to joining Deutsche Asset Management, he spent 13 years at J.P. Morgan and Co. trading fixed income, derivatives and foreign exchange products. • Education: BS from The Wharton School, University of Pennsylvania.
Austin M. Kairnes Senior Portfolio Manager 2012 2014
Biography Member of the portfolio management strategy group. Formerly a developed markets Senior Portfolio Manager at Batterymarch Financial Management from 2010 to 2014. At Batterymarch, he also served as Portfolio Manager from 2008 to 2010. Prior to joining Batterymarch, he was a Portfolio Manager at Putnam Investments for two years, where he also headed a quantitative research team. He also spent six years at Independence Investments as a Portfolio Manager and Quantitative Analyst. Education: BA in Economics and English from Boston College; MBA in Business Administration from Duke University.
Stephen A. Lanzendorf Portfolio Manager 2006 2014
Biography Stephen A. Lanzendorf, CFA Portfolio Manager • Member of the Portfolio Management group. • Formerly Deputy Chief Investment Officer and head of the Developed Markets investment team at Batterymarch Financial Management from 2012 to 2014. At Batterymarch, he also served as co-head of the Developed Markets team from 2010 to 2012 and head of the US investment team from 2006 to 2010. Prior to joining Batterymarch, he spent six years as the Director of Quantitative Strategies at Independence Investments, where he also managed the equity trading desk. He was also a Portfolio Manager and Quantitative Analyst at The Colonial Group for 10 years. • Education: BS and MS in Nuclear Engineering from Massachusetts Institute of Technology.
Adam J. Petryk Head of Multi-Asset and Solutions 2011 2012
Biography Adam Petryk, CFA President and CEO Responsible for all business, strategic and investment decisions. Prior to joining QS Investors, Adam held executive roles at Legg Mason and its core affiliates for over 15 years. He served as Chief Investment Officer at Batterymarch Financial Management, where he served on the firm’s management committee and managed the overall quantitative investment platform including research, portfolio management and technology. Prior to joining Batterymarch, he spent eight years at Legg Mason Canada Inc. as Chief Investment Officer, Head of the Quantitative Management Team and Quantitative Strategist. Education: BS in Computer Engineering from University of Waterloo, Ontario, Canada; MS in Electrical Engineering from University of Waterloo.
Charles Ko Portfolio Manager 2006 2012
Biography Charles Ko, Portfolio Manager,has been associated with Invesco Advisers, Inc and/or its affiliates since 2012. From 2000-2012,he was Director and Senior Portfolio Manager at Batterymarch Financial Management. He joined Batterymarch in 2000 as a quantitative analyst and was promoted to portfolio manager in 2003. Mr. Ko was named a co-director of the U.S. Equities investment team in 2006. He has a B.S. from the Massachusetts Institute of Technology and a M.S. from the Yale School of Management.
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