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Franklin Multi-asset Growth Fund Class A: (MF: SCHAX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:29 PM ET

$18.58 USD

-1.14 (-5.78%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.33 25
3 months 7.84 3
6 months 11.74 21
1 Year 25.08 26
3 Year 18.73 23
5 Year 9.32 18
10 Year 10.17 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 93.29
Bear Market (10/07 - 2/09) -49.14
Bull Market (2/09 - 3/21) 569.28

Load Adjusted Returns as of May 31, 2026

1 Year 9.71
5 Year 6.48
10 Year 8.28
Since Inception 5.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.29 NA NA NA
2025 -3.02 9.85 5.99 2.80
2024 8.54 1.64 5.55 0.52
2023 5.22 5.09 -3.39 9.56
2022 -4.55 -12.28 -6.12 9.34
2021 7.17 5.82 -1.66 5.00

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.3316.0717.0817.05-14.0517.108.5721.42-9.0216.568.02
% Total Return Rel to Index -0.53-2.14-7.93-9.194.14-11.57-9.82-10.06-4.63-5.23-3.91
% Total Return Rel to Peer 0.071.577.163.89-1.095.60-2.114.23-2.523.101.74
% Perf Quintile vs Peer* 3.003.001.002.002.001.004.002.005.003.002.00
% Dividends 0.000.250.200.160.250.650.170.230.290.200.16
% Yield 0.001.211.261.371.593.290.931.291.881.040.93
Capital Gains ($) 0.001.750.880.701.010.690.650.710.611.850.52
Expense Ratio 0.390.400.420.440.430.480.460.470.480.540.54

* 1 = Top 20%, 5 = Bottom 20%