Dow Down 1.60% Nasdaq Down 0.39%

Schwab MarketTrack Balanced (SWBGX)

15.50 0.00(0.00%) Feb 10
Prev Close:15.50
YTD Return*:-2.98%
Net Assets*:494.17M

* As of 31-Jan-16

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


┬╗ More Headlines for SWBGX

Top Holdings

Symbol% AssetsYTD Return %
Schwab Total Bond Market35.70N/A
Schwab® S&P 500 Index21.02N/A
Schwab Small Cap Index10.43N/A
Schwab Fdmtl US Lg Co Idx8.95N/A
Schwab International Index7.06N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:494.17M
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.42%

Performance & Risk

YTD Return:-2.98%
5y Avg Return:5.49%
Rank in Category (ytd):32
% Rank in Category (ytd):3.23%
Beta (3y):1.01
Morningstar Risk Rating:2

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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