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 Dow Down 0.09% Nasdaq Down 0.77%
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Schwab MarketTrack Balanced Investor (SWBGX)

18.92 Up 0.08(0.42%) Apr 22
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Prev Close:18.92
YTD Return*:1.34%
Net Assets*:518.30M

* As of 31-Mar-14

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 Market35.10N/A
Schwab S&P 500 Index29.98N/A
Schwab International Index15.00N/A
Schwab Small Cap Index14.98N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:518.3M
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.50%

Performance & Risk

YTD Return:1.34%
5y Avg Return:13.87%
Rank in Category (ytd):67
% Rank in Category (ytd):7.26%
Beta (3y):0.98
Morningstar Risk Rating:3

Fund Summary

The investment seeks both capital growth and income. The portfolio invests mainly in other Schwab Funds®, 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
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