Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Franklin Multi-Asset Growth C SCHCX
- NAV / 1-Day Return 15.20 / −0.07 %
- Total Assets 808.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.930%
- 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 0.52%
- Turnover 21%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:21 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 86.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
ClearBridge Appreciation IS | 17.03 | 142.7 Mil | — |
Franklin U.S. Large Cap Equity IS | 13.79 | 115.6 Mil | — |
BrandywineGLOBAL Div US Large Value IS | 10.78 | 90.4 Mil | — |
Franklin Growth R6 | 9.74 | 81.6 Mil | — |
ClearBridge Large Cap Growth IS | 8.73 | 73.2 Mil | — |
Franklin International Equity IS | 7.82 | 65.6 Mil | — |
Franklin Strategic Real Return Fund IS | 5.68 | 47.6 Mil | — |
Martin Currie Emerging Markets IS | 5.07 | 42.5 Mil | — |
ClearBridge int'l Growth ACWI ex-US | 4.24 | 35.6 Mil | — |
BrandywineGLOBAL Dyn US Lrg Cap Val ETF | 3.72 | 31.2 Mil | — |