SCHAX Mutual Fund

SCHAX Mutual Fund (Franklin Multi-Asset Growth Fund Class A) is managed by Franklin Templeton Investments (US) with $978.9M in net assets. SCHAX expense ratio is 1.03%, holding 16 positions across sectors including Financials. Inception date: 1996-02-05.

SCHAX performance shows a YTD return of 10.93%. The 1-year return is 14.21% and the 5-year return is 9.30%. SCHAX dividend yield stands at 1.35%.

SCHAX top holdings include Qs US Large Cap Equity Fund (29.7%), Putnam Large Cap Growth Fund, Class R6 (19.0%), Putnam Large Cap Value Fund (15.9%), Templeton Developing Markets Trust Class R6 (7.1%), Qs International Equity Fund (6.8%). Go to all SCHAX holdings, SCHAX sectors, or SCHAX dividends.

SCHAX can be compared against other funds. Use SCHAX overlap to find shared positions, or SCHAX vs another fund for a side-by-side view. SCHAX alternatives are available via the screener, along with tax-loss harvesting opportunities.