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    Schwab MarketTrack Conservative (SWCGX)

    15.04 Up 0.03(0.20%) May 25
    Prev Close:15.04
    YTD Return*:2.80%
    Net Assets*:230.21M

    * As of 30-Apr-16

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


    • No Headlines available for SWCGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Total Bond Market54.77N/A
    Schwab® S&P 500 Index14.17N/A
    Schwab Small Cap Index7.10N/A
    Schwab Fundamental US Large Company Idx6.19N/A
    Schwab International Index4.66N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:230.21M
    Category:Allocation--30% to 50% Equity
    Annual Report Expense Ratio (net):0.43%

    Performance & Risk

    YTD Return:2.80%
    5y Avg Return:4.71%
    Rank in Category (ytd):44
    % Rank in Category (ytd):7.2%
    Beta (3y):0.69
    Morningstar Risk Rating:2

    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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