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Franklin Multi-asset Growth Fund Class C: (MF: SCHCX)
(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET
$15.67 USD
-0.07 (-0.45%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.15 | 62 |
| 3 months | 9.61 | 19 |
| 6 months | 6.15 | 62 |
| 1 Year | 12.21 | 37 |
| 3 Year | 13.62 | 28 |
| 5 Year | 11.42 | 21 |
| 10 Year | 7.03 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 87.28 |
| Bear Market (10/07 - 2/09) | -49.46 |
| Bull Market (2/09 - 3/21) | 403.76 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 11.09 |
| 5 Year | 11.41 |
| 10 Year | 7.04 |
| Since Inception | 5.34 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.15 | 9.61 | NA | NA |
| 2024 | 8.35 | 1.49 | 5.37 | 0.31 |
| 2023 | 5.01 | 4.92 | -3.87 | 9.74 |
| 2022 | -4.74 | -12.44 | -6.30 | 9.15 |
| 2021 | 7.04 | 5.57 | -1.80 | 4.89 |
| 2020 | -22.53 | 15.40 | 5.83 | 13.94 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.15 | 16.25 | 16.23 | -14.70 | 16.39 | 7.79 | 20.64 | -9.66 | 15.76 | 7.24 | -3.27 |
| % Total Return Rel to Index | -0.05 | -8.77 | -10.01 | 3.50 | -12.29 | -10.60 | -10.84 | -5.26 | -6.03 | -4.69 | -4.66 |
| % Total Return Rel to Peer | -0.48 | 6.33 | 3.07 | -1.73 | 4.88 | -2.88 | 3.44 | -3.16 | 2.30 | 0.97 | -0.92 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 5.00 | 3.00 | 5.00 | 3.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.10 | 0.08 | 0.16 | 0.46 | 0.07 | 0.08 | 0.18 | 0.09 | 0.06 | 0.04 |
| % Yield | 0.00 | 0.58 | 0.63 | 1.11 | 2.50 | 0.46 | 0.48 | 1.26 | 0.50 | 0.38 | 0.23 |
| Capital Gains ($) | 1.10 | 0.88 | 0.70 | 1.01 | 0.69 | 0.65 | 0.71 | 0.61 | 1.85 | 0.52 | 1.63 |
| Expense Ratio | 1.11 | 1.12 | 1.17 | 1.15 | 1.16 | 1.14 | 1.15 | 1.18 | 1.22 | 1.24 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%