Franklin Multi-Asset Moderate Growth Fund A
SCGRX
NASDAQ
Weiss Ratings | SCGRX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | SCGRX-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 | SCGRX-NASDAQ | Click to Compare |
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Fund Name | Franklin Multi-Asset Moderate Growth Fund A | |||
Category | Moderately Aggressive Allocation | |||
Sub-Category | Aggressive Allocation | |||
Prospectus Objective | Balanced | |||
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 | SCGRX-NASDAQ | Click to Compare |
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Dividend Yield | 1.42% | |||
Dividend | SCGRX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.59% | |||
Asset Allocation | SCGRX-NASDAQ | Click to Compare |
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Cash | 3.99% | |||
Stock | 75.76% | |||
U.S. Stock | 60.51% | |||
Non-U.S. Stock | 15.25% | |||
Bond | 19.72% | |||
U.S. Bond | 16.13% | |||
Non-U.S. Bond | 3.59% | |||
Preferred | 0.31% | |||
Convertible | 0.03% | |||
Other Net | 0.19% | |||
Price History | SCGRX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.00% | |||
30-Day Total Return | 2.88% | |||
60-Day Total Return | 6.43% | |||
90-Day Total Return | 10.68% | |||
Year to Date Total Return | 8.09% | |||
1-Year Total Return | 13.81% | |||
2-Year Total Return | 28.20% | |||
3-Year Total Return | 42.00% | |||
5-Year Total Return | 60.98% | |||
Price | SCGRX-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 | SCGRX-NASDAQ | Click to Compare |
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Nav | $17.11 | |||
1-Month Low NAV | $16.61 | |||
1-Month High NAV | $17.13 | |||
52-Week Low NAV | $14.96 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $18.23 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | SCGRX-NASDAQ | Click to Compare |
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Beta | 1.34 | |||
Standard Deviation | 13.17 | |||
Balance Sheet | SCGRX-NASDAQ | Click to Compare |
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Total Assets | 518.11M | |||
Operating Ratios | SCGRX-NASDAQ | Click to Compare |
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Expense Ratio | 1.07% | |||
Turnover Ratio | 72.00% | |||
Performance | SCGRX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 14.53% | |||
Last Bear Market Total Return | -11.35% | |||