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Morningstar

Franklin Multi-Asset Growth A SCHAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 17.42  /  +1.16 %
  • Total Assets 832.1 Mil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • 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 1.00%
  • Turnover 21%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 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.

  • 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.

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.

by Morningstar Manager Research
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Portfolio Holdings SCHAX

More SCHAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Franklin Growth R6

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Franklin International Equity IS

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ClearBridge Large Cap Growth IS

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Martin Currie Emerging Markets IS

5.47 45.7 Mil
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Western Asset Core Bond IS

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ClearBridge int'l Growth ACWI ex-US

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—

BrandywineGLOBAL Dyn US Lrg Cap Val ETF

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—