Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
Franklin Multi-Asset Growth C SCHCX
- NAV / 1-Day Return 15.76 / +1.09 %
- Total Assets 832.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.820%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 0.60%
- 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 SCHCX
Will SCHCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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
|
---|---|---|---|
ClearBridge Appreciation IS | 17.01 | 142.2 Mil | — |
Franklin U.S. Large Cap Equity IS | 15.18 | 126.9 Mil | — |
BrandywineGLOBAL Div US Large Value IS | 10.51 | 87.9 Mil | — |
Franklin Growth R6 | 9.56 | 79.9 Mil | — |
Franklin International Equity IS | 9.37 | 78.3 Mil | — |
ClearBridge Large Cap Growth IS | 8.44 | 70.5 Mil | — |
Martin Currie Emerging Markets IS | 5.47 | 45.7 Mil | — |
Western Asset Core Bond IS | 4.58 | 38.3 Mil | — |
ClearBridge int'l Growth ACWI ex-US | 4.29 | 35.9 Mil | — |
BrandywineGLOBAL Dyn US Lrg Cap Val ETF | 3.57 | 29.8 Mil | — |