NasdaqGM - Delayed Quote USD
Franklin Multi-Asset Growth A (SCHAX)
17.86
+0.10
+(0.56%)
At close: 8:04:30 PM EDT
Fund Summary
The fund is a fund of funds—it invests in other mutual funds and may also invest in exchange-traded funds (“ETFs”). It is managed as an asset allocation program and allocates its assets among mutual funds managed by the manager and its affiliates. The portfolio managers will allocate between 70% to 100% of the fund's assets to underlying funds that invest in equity and equity-like strategies and between 0% to 30% of the fund's assets to underlying funds that invest in fixed income strategies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.96% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 1.72% |
| 5y Average Return | 12.87% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SCHAX | Category Average | SCHAX | Category Average | SCHAX | Category Average | |
| Alpha | 1.88 | -0.03 | 3.02 | -0.02 | -0.28 | -0.01 |
| BETA | 1.17 | 0.02 | 1.19 | 0.02 | 1.3 | 0.02 |
| Mean Annual Return | 0.76 | 0.01 | 0.99 | 0.01 | 0.62 | 0.01 |
| R-squared | 92.01 | 0.95 | 93.16 | 0.94 | 93.14 | 0.92 |
| Standard Deviation | 14.66 | 0.19 | 13.79 | 0.15 | 13.61 | 0.14 |
| Sharpe Ratio | 0.31 | 0.01 | 0.66 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | 3.12 | 0.08 | 7.28 | 0.08 | 3.62 | 0.06 |
Related Tickers
WGMCX Wasatch Ultra Growth Institutional
30.51
0.00%
LFVAX Lord Abbett Focused Small Cap Value A
24.51
+4.12%
LMVOX Lord Abbett Focused Small Cap Value F3
27.11
+4.11%
LMVWX Lord Abbett Focused Small Cap Value R6
27.11
+4.11%
LFSFX Lord Abbett Focused Small Cap Value F
27.17
+4.10%
LFVCX Lord Abbett Focused Small Cap Value C
25.69
+4.09%
LMVVX Lord Abbett Focused Small Cap Value R5
27.01
+4.08%
FSELX Fidelity Select Semiconductors
30.74
+4.06%
FELIX Fidelity Advisor Semiconductors I
86.41
+4.00%
FIKGX Fidelity Advisor Semiconductors Z
86.72
+3.99%
FELCX Fidelity Advisor Semiconductors C
61.82
+3.99%
FELTX Fidelity Advisor Semiconductors M
73.44
+3.98%
FELAX Fidelity Advisor Semiconductors A
79.26
+3.97%
RPMAX Reinhart Genesis PMV Investor
15.47
+3.76%
RPMFX Reinhart Genesis PMV Advisor
15.60
+3.72%
RYSIX Rydex Electronics Inv
406.58
+3.17%
RYELX Rydex Electronics A
368.14
+3.16%
RYSAX Rydex Electronics H
356.48
+3.16%
RYVYX Rydex NASDAQ-100 2x Strategy H
527.06
+3.12%
RYVLX Rydex NASDAQ-100 2x Strategy A
527.23
+3.12%
RYCCX Rydex NASDAQ-100 2x Strategy C
369.76
+3.12%
UOPSX ProFunds UltraNASDAQ-100 Fund
75.10
+3.12%
UOPIX ProFunds UltraNASDAQ-100 Fund
109.55
+3.12%
HWCAX Hotchkis & Wiley Disciplined Value A
29.62
+3.10%
LDVIX AXS FTSE Vntr Cptl RetTrckr I
27.37
+3.09%
HWCIX Hotchkis & Wiley Disciplined Value I
29.45
+3.08%
LDVAX AXS FTSE Vntr Cptl RetTrckr A
26.82
+3.07%
TRTZX T. Rowe Price Mid-Cap Value Z
30.96
0.00%
TAMVX T. Rowe Price Mid-Cap Value Adv
30.62
0.00%
LSHUX Kinetics Spin-Off and Corp Rest Instl
38.66
+2.96%
LSHAX Kinetics Spin-Off and Corp Rest Adv A
38.35
+2.95%
LSHEX Kinetics Spin-Off and Corp Rest No Load
40.53
+2.95%
RRMVX T. Rowe Price Mid-Cap Value R
29.73
0.00%
TRMCX T. Rowe Price Mid-Cap Value
30.82
0.00%
LSHCX Kinetics Spin-Off and Corp Rest Adv C
34.38
+2.93%
PFPWX Parnassus Value Equity Fund
52.57
0.00%
PARWX Parnassus Value Equity Investor
52.38
0.00%
UPDDX Upright Growth & Income
19.17
+2.68%
ALGYX Alger Focus Equity Y
86.31
+2.66%
ALZFX Alger Focus Equity Z
85.96
+2.66%
ALGRX Alger Focus Equity I
83.00
+2.66%
ALAFX Alger Focus Equity A
82.30
+2.66%
HWAAX Hotchkis & Wiley Value Opps A
39.08
+2.65%
ALCFX Alger Focus Equity C
73.54
+2.65%
HWAIX Hotchkis & Wiley Value Opps Instl
39.13
+2.65%
HWAZX Hotchkis & Wiley Value Opps Z
39.16
+2.65%
WWNPX Kinetics Paradigm No Load
160.10
+2.63%
KNPYX Kinetics Paradigm Instl
162.49
+2.63%
KNPCX Kinetics Paradigm Adv C
134.53
+2.63%
KNPAX Kinetics Paradigm Adv A
151.74
+2.63%
AVALX Aegis Value I
43.38
+2.63%
HWACX Hotchkis & Wiley Value Opps C
34.43
+2.62%
HNRIX Hennessy Energy Transition Instl
28.27
+2.54%
FSPTX Fidelity Select Technology
34.79
+2.53%
HNRGX Hennessy Energy Transition Investor
27.61
+2.53%
FATEX Fidelity Advisor Technology Fund
104.13
+2.49%
INPSX ProFunds Internet UltraSector Svc
35.82
+2.49%
INPIX ProFunds Internet UltraSector Inv
56.49
+2.49%
FATIX Fidelity Advisor Technology Fund
132.02
+2.48%
FIKHX Fidelity Advisor Technology Z
132.02
+2.48%
FTHCX Fidelity Advisor Technology C
81.78
+2.48%
FADTX Fidelity Advisor Technology A
115.76
+2.48%
DEOPX Davenport Equity Opportunities
24.73
0.00%
KINAX Kinetics Internet Adv A
102.92
+2.39%
WWWFX Kinetics Internet No Load
114.31
+2.38%
KINCX Kinetics Internet Adv C
83.55
+2.38%
LAVYX Lord Abbett Fundamental Equity I
15.40
0.00%
FSLVX Fidelity Stk Selec Lg Cp Val
27.49
0.00%
FLUAX Fidelity Advisor Stk Selec Lg Cp Val A
27.08
0.00%
FLUIX Fidelity Advisor Stk Selec Lg Cp Val I
27.64
0.00%
CGTDX Columbia Global Technology Growth S
91.35
+2.26%
CMTFX Columbia Global Technology Growth Inst
91.35
+2.26%
CTHRX Columbia Global Technology Growth Inst2
93.69
+2.26%
CGTUX Columbia Global Technology Growth Inst3
94.19
+2.26%
CTHCX Columbia Global Technology Growth C
72.98
+2.26%
CTCAX Columbia Global Technology Growth A
86.21
+2.25%
WIREX Wireless
18.36
+2.23%
ACRIX Horizon Active Risk Assist I
23.98
+2.22%
ARAAX Horizon Active Risk Assist Fund
23.82
+2.19%
FAGCX Fidelity Advisor Growth Opps I
194.49
+2.16%
FAGAX Fidelity Advisor Growth Opps A
174.72
+2.16%
FAGOX Fidelity Advisor Growth Opps M
171.02
+2.16%
FZAHX Fidelity Advisor Growth Opps Z
197.57
+2.16%
PGKAX PGIM Jennison Technology A
26.01
+2.16%
FACGX Fidelity Advisor Growth Opps C
138.65
+2.16%
ENPSX ProFunds UltraSector Energy Fund
32.73
+2.15%
PGKRX PGIM Jennison Technology R6
26.57
+2.15%
TEGYX Touchstone Mid Cap Growth Y
42.41
+2.14%
KSOCX Kinetics Small Cap Opportunities Adv C
173.73
+2.14%
KSCYX Kinetics Small Cap Opportunities Inst
199.58
+2.14%
ENPIX ProFunds UltraSector Energy Fund
38.68
+2.14%
FTRNX Fidelity Trend
174.37
+2.14%
KSCOX Kinetics Small Cap Opportunities No Load
194.47
+2.14%
KSOAX Kinetics Small Cap Opportunities Adv A
186.04
+2.14%
TEGAX Touchstone Mid Cap Growth A
39.43
+2.12%
TEGIX Touchstone Mid Cap Growth Inst
43.28
+2.12%
NWHOX Nationwide Bailard Tech & Sci A
26.95
+2.12%
PGKCX PGIM Jennison Technology C
24.57
+2.12%
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
26.50
+2.12%
TFGRX Touchstone Mid Cap Growth R6
43.48
+2.11%