QS Growth Fund Class A

 (MUTF:SCHAX)   Watch this mutual fund  
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Trailing returns

1 day
1 week
4 week
3 month
YTD   +3.05%
1 year   +0.83%
3 years*   +2.78%
5 years*   +8.64%
Best 3 month return+25.93%  
Worst 3 month return-31.45%  

Morningstar statistics

Morningstar category: Allocation--85%+ Equity
  Return Risk Rating
3 years Low Low
5 years Low Below Average
10 years Below Average Below Average
Overall Below Average Below Average
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets706.15M 
Front load5.75%  
Deferred load-  
Expense ratio1.33%  
Management fee-  
Fund familyLegg Mason 

Asset allocation


Purchase information

IRA Initial$250  
AIP Initial$50  
AIP Additional$50  
Oct 26, 8:00PM EDT Overall Morningstar RatingTM


The investment seeks capital appreciation. The fund is a fund of funds-it invests in other mutual funds. It is managed as an asset allocation program and allocates its assets among the funds managed by the manager and its affiliates (underlying funds). The fund organizes its investments in underlying funds into two main asset classes: the equity class and the fixed income class. The portfolio managers will allocate between 70% to 100% of the fund's assets to underlying funds that invest in equity and equity-like strategies and between 0% to 30% of the fund's assets to underlying funds that invest in fixed income strategies. The fund is non-diversified.
Fund filings (PDF) »
Asset managers:
Adam Petryk (Started: Jun 14, 2016)
Ellen Tesler (Started: May 30, 2014)
Thomas Picciochi (Started: May 30, 2014)
Advisor Company:
Legg Mason Partners Fund Advisor, LLC
Fund family reports on Morningstar »
Legg Mason/Western, 100 International Drive, Baltimore, MD 21202, USA


  1 year 3 years 5 years 10 years  
Alpha* -5.78 -2.55 -1.12 -3.12
Beta* 1.46 1.45 1.45 1.47
Mean annual return 0.79 0.43 0.93 0.45
R-squared* 95.43 93.85 94.99 96.57
Standard deviation 11.74 9.96 10.74 14.83
Sharpe ratio 0.78 0.50 1.03 0.31
* Against standard index

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