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    Schwab MarketTrack Conservative (SWCGX)

    16.08 0.00(0.00%) Jul 30
    Prev Close:16.08
    YTD Return*:0.94%
    Net Assets*:229.54M
    Yield*:1.58%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for SWCGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Total Bond Market54.62N/A
    Schwab® S&P 500 Index13.89N/A
    Schwab Small Cap Index7.14N/A
    Schwab Fdmtl US Lg Co Idx5.96N/A
    Schwab International Index4.77N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:229.54M
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.50%

    Performance & Risk

    YTD Return:0.94%
    5y Avg Return:7.46%
    Rank in Category (ytd):42
    % Rank in Category (ytd):4.99%
    Beta (3y):0.70
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks income and more growth potential than an all-bond portfolio. 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 bond investments, while including substantial stock investments in seeking to obtain long-term growth. The portfolio seeks to remain close to the target allocations of 55% fixed income, 40% equity and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation. View More
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