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Franklin Multi-asset Moderate Growth Fund Class C: (MF: SCGCX)
(NASDAQ Mutual Funds) As of Jun 7, 2024 08:00 PM ET
$17.30 USD
-0.08 (-0.46%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.59 | 11 |
| 3 months | 3.69 | 20 |
| 6 months | 17.54 | 24 |
| 1 Year | 13.89 | 27 |
| 3 Year | 2.58 | 28 |
| 5 Year | 6.04 | 46 |
| 10 Year | 5.34 | 47 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 73.60 |
| Bear Market (10/07 - 2/09) | -43.86 |
| Bull Market (2/09 - 3/21) | 293.44 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 16.68 |
| 5 Year | 7.08 |
| 10 Year | 5.57 |
| Since Inception | 5.34 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.39 | NA | NA | NA |
| 2023 | 4.75 | 4.34 | -3.94 | 9.49 |
| 2022 | -4.86 | -11.48 | -5.92 | 8.31 |
| 2021 | 4.95 | 5.24 | -1.57 | 4.12 |
| 2020 | -19.17 | 13.80 | 5.12 | 11.71 |
| 2019 | 9.13 | 2.09 | -0.19 | 6.68 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.59 | 14.95 | -14.20 | 13.19 | 8.01 | 18.64 | -7.66 | 14.49 | 6.89 | -2.70 | 3.83 |
| % Total Return Rel to Index | -1.44 | -11.28 | 4.00 | -15.49 | -10.38 | -12.84 | -3.26 | -7.29 | -5.04 | -4.09 | -9.81 |
| % Total Return Rel to Peer | 2.35 | 1.80 | -1.23 | 1.68 | -2.66 | 1.44 | -1.16 | 1.03 | 0.62 | -0.35 | -0.25 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 3.00 | 4.00 | 3.00 | 4.00 | 3.00 | 3.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.11 | 0.11 | 0.45 | 0.08 | 0.11 | 0.21 | 0.12 | 0.11 | 0.08 | 0.16 |
| % Yield | 0.00 | 0.62 | 0.71 | 2.30 | 0.44 | 0.63 | 1.35 | 0.64 | 0.65 | 0.47 | 0.91 |
| Capital Gains ($) | 0.00 | 0.46 | 0.86 | 0.65 | 0.67 | 0.64 | 0.59 | 1.58 | 0.48 | 1.25 | 0.00 |
| Expense Ratio | 1.14 | 1.19 | 1.17 | 1.18 | 1.15 | 1.14 | 1.17 | 1.21 | 1.21 | 1.20 | 1.21 |
* 1 = Top 20%, 5 = Bottom 20%