Franklin Multi-Asset Growth Fund A
SCHAX
NASDAQ
Weiss Ratings | SCHAX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B | |||
Company Info | SCHAX-NASDAQ | Click to Compare |
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Provider | Franklin Templeton Investments | |||
Manager/Tenure (Years) | Laura Green (3), Jacqueline Kenney (3), Berkeley Belknap (0) | |||
Website | http://www.franklintempleton.com | |||
Fund Information | SCHAX-NASDAQ | Click to Compare |
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Fund Name | Franklin Multi-Asset Growth Fund A | |||
Category | Aggressive Allocation | |||
Sub-Category | Aggressive Allocation | |||
Prospectus Objective | Growth | |||
Inception Date | Feb 05, 1996 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | 0.06 | |||
Back End Fee | -- | |||
Dividends and Shares | SCHAX-NASDAQ | Click to Compare |
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Dividend Yield | 1.10% | |||
Dividend | SCHAX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.67% | |||
Asset Allocation | SCHAX-NASDAQ | Click to Compare |
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Cash | 3.28% | |||
Stock | 89.71% | |||
U.S. Stock | 71.45% | |||
Non-U.S. Stock | 18.26% | |||
Bond | 6.78% | |||
U.S. Bond | 5.64% | |||
Non-U.S. Bond | 1.14% | |||
Preferred | 0.10% | |||
Convertible | 0.01% | |||
Other Net | 0.12% | |||
Price History | SCHAX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.69% | |||
30-Day Total Return | 3.80% | |||
60-Day Total Return | 9.28% | |||
90-Day Total Return | 3.32% | |||
Year to Date Total Return | 3.15% | |||
1-Year Total Return | 10.87% | |||
2-Year Total Return | 31.31% | |||
3-Year Total Return | 33.87% | |||
5-Year Total Return | 69.31% | |||
Price | SCHAX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | SCHAX-NASDAQ | Click to Compare |
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Nav | $18.01 | |||
1-Month Low NAV | $17.18 | |||
1-Month High NAV | $18.07 | |||
52-Week Low NAV | $15.28 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $19.11 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | SCHAX-NASDAQ | Click to Compare |
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Beta | 1.42 | |||
Standard Deviation | 14.90 | |||
Balance Sheet | SCHAX-NASDAQ | Click to Compare |
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Total Assets | 854.51M | |||
Operating Ratios | SCHAX-NASDAQ | Click to Compare |
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Expense Ratio | 1.12% | |||
Turnover Ratio | 64.00% | |||
Performance | SCHAX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 15.92% | |||
Last Bear Market Total Return | -12.29% | |||