SCHAX Mutual Fund

SCHAX Mutual Fund (Franklin Multi-Asset Growth Fund Class A) is managed by Franklin Templeton Investments (US) with $991.1M 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 8.95%. The 1-year return is 18.19% and the 5-year return is 9.96%. SCHAX dividend yield stands at 11.53%, paid semi-annually.

SCHAX top holdings include Qs US Large Cap Equity Fund (26.7%), Putnam Large Cap Growth Fund, Class R6 (14.7%), Putnam Large Cap Value Fund Oemf Usd 1 Cl R6 Income (14.3%), Clearbridge Large Cap Growth Fund (10.3%), Templeton Developing Markets Trust Class R6 (7.2%). 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.