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    Schwab MarketTrack Balanced (SWBGX)

    19.41 Up 0.03(0.15%) Mar 5
    Prev Close:19.41
    YTD Return*:2.37%
    Net Assets*:512.23M

    * As of 28-Feb-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for SWBGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Total Bond Market35.22N/A
    Schwab S&P 500 Index30.49N/A
    Schwab Small Cap Index15.20N/A
    Schwab International Index14.38N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:512.23M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.50%

    Performance & Risk

    YTD Return:2.37%
    5y Avg Return:9.57%
    Rank in Category (ytd):62
    % Rank in Category (ytd):6.78%
    Beta (3y):0.99
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks both capital growth and income. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation includes bond, stock and cash investments. The portfolio's 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
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