Franklin Multi-Asset Moderate Growth Fund (SCGRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SCGRX
SCGRX charges 0.43% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SCGRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SCGRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SCGRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SCGRX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SCGRX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SCGRX vs BWBIX |
Best Risk-Adjusted Alternatives to SCGRX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | SCGRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SCGRX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SCGRX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SCGRX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SCGRX vs PMAIX |
Top Performing SCGRX Alternatives (YTD)
SCGRX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | SCGRX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SCGRX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SCGRX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SCGRX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SCGRX vs CONWX |
Lowest Volatility Alternatives to SCGRX
SCGRX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | SCGRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SCGRX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SCGRX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SCGRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SCGRX vs SICIX |
Lowest Drawdown Alternatives to SCGRX
SCGRX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | SCGRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SCGRX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SCGRX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SCGRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SCGRX vs SICIX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | SCGRX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | SCGRX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | SCGRX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | SCGRX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | SCGRX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | SCGRX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | SCGRX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | SCGRX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | SCGRX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | SCGRX vs SHAPX |
Often Compared With SCGRX
What investors most often compare with SCGRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BlackRock 80/20 Target Allocation Fund | Diversified Portfolio | 59 | -4.85% | Dec 20, 2006 | SCGRX vs BIAPX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | SCGRX vs FSKAX | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | SCGRX vs FXAIX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | SCGRX vs MAANX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | SCGRX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | SCGRX vs WWWEX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | SCGRX vs TPDAX |
Compare SCGRX with Any Fund or Stock
Compare SCGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.