About SCHAX
Franklin Multi-Asset Growth Fund Class A is a mutual fund designed to pursue capital appreciation by investing through a diversified, multi-asset approach. As a "fund of funds," it allocates its assets across a mix of other mutual funds and exchange-traded funds, providing exposure to both equity and fixed income markets. The fund organizes its holdings into two principal categories: the equity class, encompassing a broad range of equity securities, and the fixed income class, which includes various types of bonds and debt instruments. Notable features of the portfolio include significant allocations to large cap U.S. equities, international equity funds, and core bond ETFs, alongside smaller exposures to emerging markets, small-cap stocks, and alternative strategies. This structure enables investors to access a globally diversified mix of growth-oriented and income-generating securities within a single investment vehicle. The fund plays a prominent role in the moderately aggressive allocation category, offering broad market participation and risk-managed diversification for investors seeking long-term growth through a professionally managed, multi-asset portfolio.
Fund Family Franklin Templeton Investments
Category Allocation--85%+ Equity
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SCHAX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
SCHAX had a total return of 24.05% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.39%.
