Morningstar

Franklin Multi-Asset Growth Fund A SCHAX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $18.89  /  −1.36 %
  • Fund Size $972.9M
  • Adjusted Expense Ratio 1.030%
  • Net Expense Ratio 0.390%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.22%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis SCHAX

Will SCHAX 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 SCHAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCHAX 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 SCHAX’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 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 SCHAX

More SCHAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Franklin U.S. Large Cap Equity IS

29.50 290M
—

Putnam Large Cap Growth R6

19.59 192M
—

Putnam Large Cap Value R6

15.59 153M
—

Templeton Emerging Markets Equity R6

7.12 70M
—

Franklin International Equity IS

6.63 65M
—

ClearBridge Large Cap Growth IS

6.26 61M
—

ClearBridge Appreciation IS

3.55 35M
—

Franklin Small Cap Enhanced ETF

3.49 34M
—

Franklin BSP Lending R6

2.34 23M
—

Franklin Systematic Style Premia ETF

2.12 21M
—

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