Schwab MarketTrack Balanced Investor (SWBGX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SWBGX at this time.
|Symbol||% Assets||YTD Return %|
|Schwab Total Bond Market||35.10||N/A|
|Schwab S&P 500 Index||29.98||N/A|
|Schwab International Index||15.00||N/A|
|Schwab Small Cap Index||14.98||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.50%|
Performance & Risk
|5y Avg Return:||13.87%|
|Rank in Category (ytd):||67|
|% Rank in Category (ytd):||7.26%|
|Morningstar Risk Rating:||3|
The investment seeks both capital growth and income.
The portfolio invests mainly in other Schwab FundsÂ®, including index funds, which seek to track the total returns of various market indices. Its allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 60% equity, 35% fixed income and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation. View More