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 Dow Down 0.16% Nasdaq Up 0.40%

Schwab MarketTrack Conservative Investor (SWCGX)

15.97 Up 0.01(0.06%) Jul 23
Prev Close:15.96
YTD Return*:4.22%
Net Assets*:224.25M
Yield*:1.48%

* As of 30-Jun-14

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 Market54.76N/A
Schwab S&P 500 Index20.29N/A
Schwab International Index10.22N/A
Schwab Small Cap Index9.83N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:224.25M
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.50%

Performance & Risk

YTD Return:4.22%
5y Avg Return:9.24%
Rank in Category (ytd):63
% Rank in Category (ytd):8.61%
Beta (3y):0.64
Morningstar Risk Rating:3

Fund Summary

The investment seeks income and more growth potential than an all-bond portfolio. 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 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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