Schwab MarketTrack All Equity Investor (SWEGX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SWEGX at this time.
|Symbol||% Assets||YTD Return %|
|Schwab S&P 500 Index||44.80||N/A|
|Schwab International Index||29.91||N/A|
|Schwab Small Cap Index||24.85||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.50%|
Performance & Risk
|5y Avg Return:||20.29%|
|Rank in Category (ytd):||73|
|% Rank in Category (ytd):||4.31%|
|Morningstar Risk Rating:||4|
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 FundsÂ®, particularly three of the Equity Index Funds. Index funds seek to track the total returns of various stock market indices. View More