Franklin Multi-Asset Growth Fund (SCHAX) Alternatives
Franklin Multi-Asset Growth Fund (SCHAX) 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 SCHAX. 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 SCHAX
SCHAX charges 0.43% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among SCHAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | SCHAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | SCHAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | SCHAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | SCHAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | SCHAX vs BWBIX |
Best Risk-Adjusted Alternatives to SCHAX
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 | SCHAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | SCHAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | SCHAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | SCHAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | SCHAX vs PMAIX |
Top Performing SCHAX Alternatives (YTD)
SCHAX 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 | SCHAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | SCHAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | SCHAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | SCHAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | SCHAX vs CONWX |
Lowest Volatility Alternatives to SCHAX
SCHAX 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 | SCHAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | SCHAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | SCHAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | SCHAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | SCHAX vs SICIX |
Lowest Drawdown Alternatives to SCHAX
SCHAX 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 | SCHAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | SCHAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | SCHAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | SCHAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | SCHAX 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 | SCHAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | SCHAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | SCHAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | SCHAX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | SCHAX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | SCHAX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | SCHAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | SCHAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | SCHAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | SCHAX vs SHAPX |
Often Compared With SCHAX
What investors most often compare with SCHAX, based on PortfoliosLab usage data.
Compare SCHAX with Any Fund or Stock
Compare SCHAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.