Morningstar

Franklin Multi-Asset Moderate Growth Fund R LLMRX

Medalist Rating as of Aug 31, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund is a fund of funds—it invests in other mutual funds, exchange-traded funds (“ETFs”) and closed-end funds (such funds collectively referred to as “underlying funds”). The fund organizes its investments in underlying funds into two main asset classes: the equity class (equity securities of all types) and the fixed income class (fixed income securities of all types). The portfolio managers may invest across all asset classes and strategies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LLAIX	Franklin Multi-Asset Moderate Growth Fund I	Institutional	Open			Oct 2, 2007	$8.60M	0.730%	Average	$1M	−$59,774.83
SCGRX	Franklin Multi-Asset Moderate Growth Fund A	Front Load	Open			Feb 5, 1996	$538.33M	1.000%	Average	$1,000	−$40.35M
SCGCX	Franklin Multi-Asset Moderate Growth Fund C	Level Load	Open			Feb 5, 1996	$1.86M	1.730%	Average	$1,000	−$228,182.26
LLMRX	Franklin Multi-Asset Moderate Growth Fund R	Retirement, Medium	Open			Jun 2, 2014	$555,290.00	1.390%	Above Average	$0	$274,416.83

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