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Franklin Multi-asset Moderate Growth Fund Class A: (MF: SCGRX)
(NASDAQ Mutual Funds) As of Aug 4, 2025 08:00 PM ET
$17.01 USD
+0.20 (1.19%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.18 | 62 |
| 3 months | 8.51 | 31 |
| 6 months | 6.18 | 62 |
| 1 Year | 11.92 | 41 |
| 3 Year | 13.09 | 32 |
| 5 Year | 10.40 | 31 |
| 10 Year | 7.24 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 78.61 |
| Bear Market (10/07 - 2/09) | -43.51 |
| Bull Market (2/09 - 3/21) | 387.95 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 6.08 |
| 5 Year | 9.22 |
| 10 Year | 6.67 |
| Since Inception | 6.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.15 | 8.51 | NA | NA |
| 2024 | 7.50 | 1.47 | 5.40 | 0.00 |
| 2023 | 4.94 | 4.50 | -3.48 | 9.42 |
| 2022 | -4.63 | -11.37 | -5.76 | 8.54 |
| 2021 | 5.22 | 5.44 | -1.39 | 4.18 |
| 2020 | -19.01 | 14.00 | 5.24 | 11.85 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.18 | 14.98 | 15.82 | -13.54 | 13.98 | 8.69 | 19.50 | -7.02 | 15.36 | 7.63 | -2.09 |
| % Total Return Rel to Index | -0.02 | -10.04 | -10.42 | 4.65 | -14.70 | -9.71 | -11.98 | -2.62 | -6.42 | -4.30 | -3.48 |
| % Total Return Rel to Peer | -0.45 | 5.06 | 2.66 | -0.58 | 2.47 | -1.99 | 2.30 | -0.52 | 1.90 | 1.35 | 0.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 2.00 | 3.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.27 | 0.22 | 0.25 | 0.64 | 0.20 | 0.29 | 0.34 | 0.24 | 0.23 | 0.20 |
| % Yield | 0.00 | 1.46 | 1.57 | 1.62 | 3.35 | 1.12 | 1.68 | 2.20 | 1.31 | 1.38 | 1.18 |
| Capital Gains ($) | 0.89 | 0.75 | 0.46 | 0.86 | 0.65 | 0.67 | 0.64 | 0.59 | 1.58 | 0.48 | 1.25 |
| Expense Ratio | 0.42 | 0.43 | 0.45 | 0.43 | 0.47 | 0.45 | 1.14 | 0.46 | 0.52 | 0.50 | 0.51 |
* 1 = Top 20%, 5 = Bottom 20%