Profile and investment
| Fund type | Open Ended Investment Company |
|---|---|
| Investment style (stocks) | Market Cap: Large Investment Style: Blend |
| Investment style (bonds) | Credit Quality: Mid Interest-Rate Sensitivity: Mod |
| Morningstar category | Moderately Aggressive Allocation |
| Launch date | 05 Feb 1996 |
| Price currency | USD |
| Domicile | United States |
| Symbol | SCGRX |
| Manager & start date | Jacqueline Kenney 07 Aug 2021 Laura Green 07 Aug 2021 |
| Pricing frequency | Daily |
|---|---|
| Total net assets | 504.85m USD As of Oct 31 2024 |
| Share class size | 495.85m USD As of Oct 31 2024 |
| Net expense ratio | 1.12% |
| Front end load | 5.50% |
| Deferred load | -- |
| Maximum Redemption Fee | -- |
| Min. initial investment | 1,000.00 USD |
| Min. additional investment | 50.00 USD |
| Initial IRA | 250.00 USD |
| Additional IRA | 50.00 USD |
| Available for sale | United States |
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Top 5 holdings
| Top 5 holdings as a per cent of portfolio | |||
|---|---|---|---|
| 15.04% | 62.90% | 0.00% | 62.90% |
| Category average | % Net assets | % Short | % Long |
| Company | 1 year change | Portfolio weight | Long allocation |
|---|---|---|---|
| Franklin U.S. Large Cap Equity Fund IS LMISX | +40.11% | 16.09% | |
| ClearBridge Large Cap Growth Fund Class IS LSITX | +31.66% | 15.59% | |
| Franklin U.S. Core Bond ETF FLCB:PCQ:USD | +3.62% | 13.10% | |
| ClearBridge Appreciation Fund Class IS LMESX | +25.96% | 9.92% | |
| BrandywineGLOBAL - Diversified US Large Cap Value Fund Class IS LBISX | +33.51% | 8.20% | |
| Per cent of portfolio in top 5 holdings: 62.90% |
Asset type
| US stock | 60.49% |
| US bond | 17.13% |
| Non-US stock | 14.97% |
| Cash | 3.82% |
| Non-US bond | 3.20% |
| Other | 0.39% |
Top 5 sectors
| Technology | 20.10% |
| Financial Services | 11.73% |
| Healthcare | 9.77% |
| Industrials | 8.50% |
| Consumer Cyclical | 7.97% |
| Other | 17.35% |
Top 5 regions
| United States | 60.45% |
| Eurozone | 3.91% |
| United Kingdom | 2.10% |
| Developed Asia | 1.96% |
| Emerging Asia | 1.86% |
| Other | 5.15% |
Sector and region weightings are calculated using only long position holdings of the portfolio.
