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Franklin Multi-Asset Growth A SCHAX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 17.27  /  +0.76 %
  • Total Assets 831.1 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.95%
  • Turnover 52%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:21 AM GMT+0

Morningstar’s Analysis SCHAX

Will SCHAX outperform in future?

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

Weakness in Franklin Multi-Asset 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-costliest quintile among peers.

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Portfolio Holdings SCHAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 84.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ClearBridge Appreciation IS

13.32 104.2 Mil

Franklin U.S. Large Cap Equity IS

13.01 101.7 Mil

Franklin Growth R6

9.80 76.7 Mil

Franklin Global Dividend IS

8.80 68.8 Mil

ClearBridge Large Cap Growth IS

8.39 65.6 Mil

BrandywineGLOBAL Div US Large Value IS

8.26 64.6 Mil

Franklin International Equity IS

7.79 61.0 Mil

Franklin Strategic Real Return Fund IS

5.79 45.3 Mil

Martin Currie Emerging Markets IS

5.29 41.4 Mil

ClearBridge int'l Growth ACWI ex-US

4.02 31.5 Mil