Franklin Multi-Asset Moderate Growth Fund (SCGRX)
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 55% to 85% of the fund's assets to underlying funds that invest in equity and equity-like strategies and between 15% to 45% of the fund's assets to underlying funds that invest in fixed income strategies.
Fund Info
US52467P8124
52467P812
Feb 4, 1996
$1,000
Large-Cap
Blend
Expense Ratio
SCGRX has an expense ratio of 0.43%, placing it in the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Franklin Multi-Asset Moderate Growth Fund (SCGRX) returned 1.92% year-to-date (YTD) and 8.33% over the past 12 months. Over the past 10 years, SCGRX returned 6.63% annually, underperforming the S&P 500 benchmark at 10.68%.
SCGRX
1.92%
4.87%
-0.35%
8.33%
9.85%
10.51%
6.63%
^GSPC (Benchmark)
-1.34%
5.80%
-2.79%
9.39%
13.76%
14.45%
10.68%
Monthly Returns
The table below presents the monthly returns of SCGRX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.06% | -0.81% | -3.87% | 0.12% | 3.59% | 1.92% | |||||||
| 2024 | 0.91% | 3.65% | 2.91% | -3.97% | 3.94% | 1.35% | 2.05% | 2.12% | 1.44% | -1.54% | 4.45% | -3.19% | 14.61% |
| 2023 | 5.73% | -2.91% | 2.23% | 0.82% | -1.22% | 4.96% | 2.48% | -2.09% | -4.08% | -2.44% | 7.36% | 4.75% | 15.84% |
| 2022 | -2.75% | -2.24% | 0.30% | -5.52% | 0.64% | -6.78% | 6.41% | -3.52% | -8.21% | 6.04% | 6.27% | -3.65% | -13.52% |
| 2021 | 0.24% | 2.24% | 2.67% | 3.17% | 1.68% | 0.49% | 0.17% | 1.34% | -2.86% | 3.28% | -2.41% | 3.38% | 13.97% |
| 2020 | -1.81% | -5.33% | -12.88% | 7.70% | 3.79% | 2.00% | 4.13% | 3.29% | -2.15% | -1.40% | 9.16% | 3.92% | 8.71% |
| 2019 | 6.53% | 2.04% | 0.58% | 2.31% | -5.08% | 5.32% | 0.26% | -2.21% | 2.00% | 1.89% | 2.05% | 2.78% | 19.52% |
| 2018 | 3.93% | -3.43% | -0.79% | 0.12% | 0.55% | -0.46% | 2.34% | 0.74% | -0.00% | -5.70% | 1.04% | -5.15% | -7.03% |
| 2017 | 1.85% | 2.25% | 0.43% | 0.97% | 0.72% | 0.97% | 1.75% | 0.12% | 1.42% | 1.17% | 1.73% | 1.05% | 15.39% |
| 2016 | -4.58% | -0.48% | 5.78% | 0.85% | 0.52% | -0.18% | 3.38% | 0.26% | 0.32% | -2.04% | 2.08% | 1.82% | 7.61% |
| 2015 | -1.87% | 4.29% | -0.74% | 0.92% | 0.68% | -1.51% | 0.70% | -4.72% | -2.72% | 5.28% | 0.06% | -2.07% | -2.11% |
| 2014 | -1.87% | 4.05% | -0.00% | -0.29% | 1.48% | 2.08% | -1.77% | 2.50% | -2.61% | 1.22% | 0.92% | -1.03% | 4.56% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SCGRX is 57, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin Multi-Asset Moderate Growth Fund (SCGRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Franklin Multi-Asset Moderate Growth Fund provided a 6.03% dividend yield over the last twelve months, with an annual payout of $1.03 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.03 | $1.03 | $0.68 | $1.12 | $1.29 | $0.88 | $0.93 | $0.93 | $1.83 | $0.72 | $1.46 | $0.27 |
Dividend yield | 6.03% | 6.14% | 4.42% | 8.00% | 7.39% | 5.32% | 5.82% | 6.56% | 11.21% | 4.56% | 9.53% | 1.57% |
Monthly Dividends
The table displays the monthly dividend distributions for Franklin Multi-Asset Moderate Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $1.03 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.68 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $1.12 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $1.29 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.88 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.93 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.93 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.53 | $1.83 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.72 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 | $1.46 |
| 2014 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin Multi-Asset Moderate Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Franklin Multi-Asset Moderate Growth Fund was 47.03%, occurring on Mar 9, 2009. Recovery took 484 trading sessions.
The current Franklin Multi-Asset Moderate Growth Fund drawdown is 2.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.03% | Oct 15, 2007 | 351 | Mar 9, 2009 | 484 | Feb 7, 2011 | 835 |
| -39.91% | Mar 24, 2000 | 635 | Oct 9, 2002 | 898 | May 5, 2006 | 1533 |
| -27.89% | Jan 21, 2020 | 44 | Mar 23, 2020 | 161 | Nov 9, 2020 | 205 |
| -20.89% | Nov 10, 2021 | 224 | Sep 30, 2022 | 329 | Jan 24, 2024 | 553 |
| -19.01% | Jul 21, 1998 | 58 | Oct 8, 1998 | 60 | Dec 31, 1998 | 118 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...