Qs Growth Fund Quote

SCHAX Fund  USD 17.17  0.14  0.81%   

Performance

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Odds Of Distress

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Qs Growth is trading at 17.17 as of the 18th of March 2025; that is 0.81% down since the beginning of the trading day. The fund's open price was 17.31. Qs Growth has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of December 2024 and ending today, the 18th of March 2025. Click here to learn more.
The fund is a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . It is managed as an asset allocation program and allocates its assets among mutual funds managed by the manager and its affiliates. The portfolio managers will allocate between 70 percent to 100 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 0 percent to 30 percent of the funds assets to underlying funds that invest in fixed income strategies.. More on Qs Growth Fund

Moving against SCHAX Mutual Fund

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SCHAX Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Franklin Templeton Investments (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date31st of May 2023
Fiscal Year EndJanuary
Qs Growth Fund [SCHAX] is traded in USA and was established 18th of March 2025. Qs Growth is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 758.86 M in assets with no minimum investment requirementsQs Growth Fund is currently producing year-to-date (YTD) return of 2.18% with the current yeild of 0.01%, while the total return for the last 3 years was 8.28%.
Check Qs Growth Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SCHAX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SCHAX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Qs Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Qs Growth Fund Mutual Fund Constituents

FIFRXFranklin Growth FundMutual FundLarge Growth
LBISXLegg Mason BwMutual FundLarge Value
LIESXQs International EquityMutual FundForeign Large Blend
LISGXClearbridge Small CapMutual FundSmall Blend
LMESXClearbridge Appreciation FundMutual FundLarge Blend
LMISXQs Large CapMutual FundLarge Blend
LSIRXClearbridge Mid CapMutual FundMid-Cap Blend
LSITXClearbridge Large CapMutual FundLarge Growth
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Qs Growth Fund Risk Profiles

Qs Growth Against Markets

Other Information on Investing in SCHAX Mutual Fund

Qs Growth financial ratios help investors to determine whether SCHAX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SCHAX with respect to the benefits of owning Qs Growth security.
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