Morningstar

Franklin Multi-Asset Moderate Growth Fund A SCGRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $17.78  /  −0.39 %
  • Fund Size $549.4M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 0.410%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.79%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis SCGRX

Will SCGRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SCGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Franklin Multi-Asset Moderate Growth A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SCGRX

More SCGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Large Cap Equity IS

25.11 139M
—

Putnam Large Cap Growth R6

16.67 93M
—

Putnam Large Cap Value R6

13.23 73M
—

Franklin U.S. Core Bond ETF

9.58 53M
—

Templeton Emerging Markets Equity R6

6.01 33M
—

Franklin International Equity IS

5.59 31M
—

ClearBridge Large Cap Growth IS

5.39 30M
—

BrandywineGLOBAL Flexible Bond IS

3.43 19M
—

Franklin Small Cap Enhanced ETF

2.96 16M
—

ClearBridge Appreciation IS

2.52 14M
—

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