About SCGRX
Franklin Multi-Asset Moderate Growth Fund Class A is a mutual fund that seeks long-term growth of capital through a fund of funds approach. It invests in other mutual funds and exchange-traded funds to provide diversified exposure across multiple asset classes and strategies, including non-traditional ones. The fund maintains an equity allocation ranging from 55% to 85%, with the remainder in fixed income strategies, and employs active monitoring and periodic rebalancing to adjust its holdings. Key asset allocations include substantial positions in U.S. large cap equity funds, fixed income funds, international and global equity funds, U.S. small and mid-cap equity funds, alternatives, and cash. Managed by Franklin Templeton Investment Solutions, it falls into the Moderately Aggressive Allocation category and Lipper Mixed-Asset Target Allocation Growth Funds classification, with benchmarks such as the Russell 3000 Index, Bloomberg U.S. Aggregate Index, and a composite index. The fund distributes dividends annually and capital gains in June and December, serving investors seeking balanced growth with moderate risk through broad market participation.
Fund Family Franklin Templeton Investments
Category Allocation--70% to 85% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SCGRX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
SCGRX had a total return of 22.40% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.04%.
