Previous Close | 23.15 |
YTD Return | 3.56% |
Expense Ratio (net) | 0.51% |
Category | Allocation--85%+ Equity |
Last Cap Gain | 38.00 |
Morningstar Rating | ★★★★★ |
Morningstar Risk Rating | Above Average |
Sustainability Rating |
Net Assets | 857.05M |
Beta (5Y Monthly) | 1.35 |
Yield | 1.75% |
5y Average Return | N/A |
Holdings Turnover | 10.00% |
Last Dividend | 0.40 |
Average for Category | N/A |
Inception Date | May 20, 1998 |
Below, we share with you three top-ranked balanced mutual funds. Each has a Zacks Mutual Fund Rank #1 (Strong Buy).
Invest in Schwab mutual funds such as SWHGX, SWEGX and SWBGX for the potential to achieve higher returns on your investments.