Franklin Multi-Asset Moderate Growth A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Franklin Multi-Asset Moderate Growth Fund A SCGRX
- NAV / 1-Day Return 18.44 / −2.43 %
- Total Assets 555.6M
-
Adj. Expense Ratio
1.000%
- Expense Ratio 0.410%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Moderately Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.71%
- Turnover 42%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 3:03 AM GMT+0
Morningstar’s Analysis SCGRX
Will SCGRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 89.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Franklin U.S. Large Cap Equity IS | 22.60 | 124M | — |
Putnam Large Cap Growth R6 | 12.59 | 69M | — |
Putnam Large Cap Value R6 | 12.18 | 67M | — |
Franklin U.S. Core Bond ETF | 10.61 | 58M | — |
ClearBridge Large Cap Growth IS | 8.67 | 48M | — |
Templeton Developing Markets R6 | 6.14 | 34M | — |
Franklin Small Cap Enhanced ETF | 4.84 | 27M | — |
Franklin International Equity IS | 4.46 | 24M | — |
ClearBridge Appreciation IS | 3.93 | 22M | — |
BrandywineGLOBAL Flexible Bond IS | 3.71 | 20M | — |
United States