Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down 0.10% Nasdaq Up 0.23%
Streaming
Ticker Tape: On

Schwab MarketTrack All Equity Investor (SWEGX)

16.52 Up 0.05(0.30%) Apr 17
Get the big picture on all your investments.
Prev Close:16.47
YTD Return*:1.15%
Net Assets*:619.35M
Yield*:1.59%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for SWEGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Schwab S&P 500 Index44.80N/A
Schwab International Index29.91N/A
Schwab Small Cap Index24.85N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:619.35M
Category:Large Blend
Annual Report Expense Ratio (net):0.50%

Performance & Risk

YTD Return:1.15%
5y Avg Return:20.29%
Rank in Category (ytd):73
% Rank in Category (ytd):4.31%
Beta (3y):1.12
Morningstar Risk Rating:4

Fund Summary

The investment seeks high capital growth through an all-stock portfolio. The portfolio will invest at least 80% of its net assets in stock investments; typically the actual percentage is considerably higher. It invests in mutual funds to achieve its allocation in stock investments. The portfolio seeks to remain close to the target allocations of 45% in large-cap, 30% in international and 25% in small-cap stocks and typically does not change its target allocation. It invests mainly in other Schwab Funds®, particularly three of the Equity Index Funds. Index funds seek to track the total returns of various stock market indices. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback