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Franklin Multi-Asset Moderate Growth A SCGRX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 15.90  /  0.31 %
  • Total Assets 483.7 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above 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 1.41%
  • Turnover 51%

Morningstar’s Analysis SCGRX

Will SCGRX outperform in future?

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

Weakness in Franklin Multi-Asset Moderate Growth A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings SCGRX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 80.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ClearBridge Appreciation IS

11.87
56,098,522

Franklin U.S. Large Cap Equity IS

11.83
55,906,279

Franklin Growth R6

8.70
41,128,257

Western Asset Core Bond IS

8.43
39,826,079

Franklin Global Dividend IS

7.82
36,937,114

ClearBridge Large Cap Growth IS

7.36
34,776,143

BrandywineGLOBAL Div US Large Value IS

7.10
33,557,126

Franklin International Equity IS

6.67
31,538,450

Franklin Strategic Real Return Fund IS

5.81
27,456,304

Martin Currie Emerging Markets IS

4.71
22,275,402