Franklin Multi-Asset Moderate Growth Fund (SCGRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SCGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SCGRX
SCGRX charges 0.43% annually. There are 158 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | SCGRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | SCGRX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | SCGRX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | SCGRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | SCGRX vs BWBIX |
Best Risk-Adjusted Alternatives to SCGRX
SCGRX has a PortfoliosLab risk / return rank of 53. There are 362 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | SCGRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | SCGRX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | SCGRX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | SCGRX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | SCGRX vs FSRRX |
Top Performing SCGRX Alternatives (YTD)
SCGRX is at 7.62% YTD. There are 185 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | SCGRX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | SCGRX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | SCGRX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | SCGRX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | SCGRX vs BRUFX |
Lowest Volatility Alternatives to SCGRX
SCGRX has 10.99% 1-year volatility. There are 420 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | SCGRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | SCGRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | SCGRX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | SCGRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | SCGRX vs CSTAX |
Lowest Drawdown Alternatives to SCGRX
SCGRX has a 1-year max drawdown of -7.59%. There are 403 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | SCGRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | SCGRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | SCGRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | SCGRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | SCGRX vs CSTAX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 10 | 1.52% | — | Jan 1968 | SCGRX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 48 | -10.16% | — | May 1969 | SCGRX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 87 | 5.21% | — | — | SCGRX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 20 | 4.81% | — | Apr 1948 | SCGRX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 44 | 21.52% | — | Jun 2011 | SCGRX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 41 | 8.25% | — | Jan 1987 | SCGRX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | -0.11% | — | Aug 1997 | SCGRX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 63 | 13.92% | — | Oct 1990 | SCGRX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 93 | 5.78% | — | Aug 1997 | SCGRX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.24% | — | Oct 1983 | SCGRX vs SHRAX |
Often Compared With SCGRX
Investors most often compare SCGRX with BIAPX, FSKAX, FXAIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SCGRX with Any Fund or Stock
Compare SCGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCGRX with funds that move differently
Franklin Multi-Asset Moderate Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCGRX.
Explore SCGRX Diversifiers