SCGRX

Active

Franklin Multi-Asset Moderate Growth Fund

Category: Other (5,046 funds)

Expense Ratio
1.07%
Annual Cost per $10K
$107.00
30-Year Fee Drag per $10K
$19,815
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+15.74%

Asset Allocation

US Equity
63%
Intl Equity
17%
US Bond
15%
Intl Bond
3%
Cash
2%

Fee Comparison

SCGRX
1.07%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

8% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+55.50%3Y
Compare to

Fee Impact Calculator

$
%
SCGRX at 1.07%$281,539
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$99,073
Cost vs index fund−$95,885

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
SCGRXFranklin Multi-Asset Moderate Growth Fund1.07%
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AAFTXAmerican Funds 2035 Target Date Retirement Fund0.67%
FBFWXAmerican Funds Retirement Income Portfolio - Moderate1.24%
AXBAXColumbia Capital Allocation Aggressive Portfolio1.03%
MACBXMFS Conservative Allocation Fund0.83%
FCFWXAmerican Funds Retirement Income Portfolio - Enhanced1.14%
CIPAXAmerican Funds Conservative Growth and Income Portfolio0.88%
PAEBXPutnam Dynamic Asset Allocation Growth Fund0.68%
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VWENXVANGUARD WELLINGTON FUND0.17%
MAMAXMFS Moderate Allocation Fund0.56%
TPPAXT. Rowe Price Spectrum Moderate Allocation Fund0.62%
LLMSXFranklin Multi-Asset Moderate Growth Fund0.70%
PODAXAristotle Portfolio Optimization Growth Fund1.09%
AFICXAmerican Funds Fundamental Investors0.62%
CGLGXAmerican Funds Growth and Income Portfolio0.92%
AABCXPutnam Dynamic Asset Allocation Balanced Fund0.71%
REMIXSTANDPOINT MULTI-ASSET FUND1.26%
PPIPXT. Rowe Price Spectrum Conservative Allocation Fund0.56%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
VGHAXVANGUARD HEALTH CARE FUND0.32%
TCLOXNuveen Lifecycle 2040 Fund0.50%
FNNEXNew Economy Fund0.47%
IAGAXVOYA SOLUTION MODERATELY AGGRESSIVE PORTFOLIO0.74%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
MAGEXMFS Growth Allocation Fund1.19%
TGIPXT. Rowe Price Spectrum Moderate Growth Allocation Fund0.64%
TRAIXT. Rowe Price Capital Appreciation Fund0.58%
AADAXInvesco Select Risk: Growth Investor Fund1.71%
SWHGXSchwab MarketTrack Growth Portfolio0.50%
IRGPXVoya Retirement Aggressive Portfolio0.60%
PCGJXSAM Conservative Growth Portfolio0.94%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
AACTXAmerican Funds 2020 Target Date Retirement Fund0.61%
TGAFXT. Rowe Price Global Allocation Fund0.82%
TLMPXNuveen Lifecycle Index 2045 Fund0.35%
JEPIJPMorgan Equity Premium Income ETF0.35%
GARUXGoldman Sachs Absolute Return Tracker Fund0.73%
TTFIXNuveen Lifecycle 2045 Fund0.68%
YACKXAMG Yacktman Fund$1M min0.62%
FMSHXFranklin Mutual Shares Fund0.70%
TAALXTransamerica Asset Allocation - Moderate Growth Portfolio1.00%
TLPRXNuveen Lifecycle Index 2040 Fund0.25%
MLTAXMFS Lifetime 2030 Fund0.48%
ACEIXInvesco Equity and Income Fund0.76%
AAMTXAmerican Funds 2055 Target Date Retirement Fund0.70%
QAAGRXT. Rowe Price Moderate Allocation Portfolio0.86%
TLLIXNuveen Lifecycle Index 2050 Fund0.18%
PTDAXPrincipal LifeTime 2040 Fund0.76%
NBGDXColumbia Capital Allocation Moderate Aggressive Portfolio0.74%
SWIRXSchwab Target 2035 Fund0.45%
OWLSXOld Westbury Large Cap Strategies Fund1.09%
FTCFXAmerican Funds College 2033 Fund0.39%
VASGXVANGUARD LIFESTRATEGY GROWTH FUND0.14%
FSELXSelect Semiconductors Portfolio0.62%
CTAKXAmerican Funds College 2036 Fund0.43%
HMEAXNexpoint Merger Arbitrage Fund2.25%
LFEAXMFS Lifetime 2035 Fund1.52%
PCGQXPGIM Income Builder Fund0.70%
ISPDXVOYA SOLUTION 2045 PORTFOLIO1.16%
SVAAXFederated Hermes Strategic Value Dividend Fund1.06%
AANTXAmerican Funds 2060 Target Date Retirement Fund0.72%
RBAIXT. Rowe Price Balanced Fund, Inc.0.47%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
TTIIXNuveen Lifecycle Index 2055 Fund0.25%
TTMIXT. Rowe Price Communications & Technology Fund0.67%
ISPCXVOYA SOLUTION 2035 PORTFOLIO1.24%
ASRAXInvesco Global Real Estate Income Fund1.26%
RPFCXDavis Balanced Fund0.98%
LTRDXPrincipal LifeTime 2045 Fund0.86%
TCLPXNuveen Lifecycle 2050 Fund0.69%
GQEFXGMO Quality Fund0.42%
GMWZXMyDestination 2025 Fund0.75%
PSGFXSAM Strategic Growth Portfolio1.07%
GSKPXGoldman Sachs Tax-Advantaged Global Equity Portfolio1.22%
DGEIXGLOBAL EQUITY PORTFOLIO$1M min0.26%
MIGKXMFS Massachusetts Investors Growth Stock Fund0.46%
FDVLXFidelity Value Fund0.68%
ISNKXVOYA SOLUTION 2040 PORTFOLIO0.74%
RAGIXALPS Asset Allocation Growth & Income0.72%
VHGEXVANGUARD GLOBAL EQUITY FUND0.39%
PFLJXPrincipal LifeTime 2050 Fund0.88%
SWERXSchwab Target 2040 Fund0.49%
MLFAXMFS Lifetime 2040 Fund0.81%
IDXKXVOYA INDEX SOLUTION 2040 PORTFOLIO0.74%
VGELXVANGUARD ENERGY FUND0.45%
FKALXFederated Hermes Kaufmann Small Cap Fund1.36%
FFNOXFidelity Multi-Asset Index Fund0.11%
JAFVXStrategic Equity Allocation Trust0.92%
FEIQXFranklin Equity Income Fund0.50%
TCIIXNuveen Lifecycle 2035 Fund0.56%
MVALXMeridian Contrarian Fund1.12%
GMTZXMyDestination 2015 Fund0.75%
JEPAXJPMorgan Equity Premium Income Fund0.45%
FEIKXFidelity Equity-Income Fund0.46%
PCBKXVictory Pioneer Balanced Fund0.63%
FSBLXFederated Hermes Global Allocation Fund0.84%
PGTIXT. Rowe Price Global Technology Fund, Inc.0.78%
GGGAXThe Gabelli Global Growth Fund0.90%
MGISXGLOBAL FRANCHISE PORTFOLIO0.83%

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