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    Schwab MarketTrack All Equity (SWEGX)

    15.38 Up 0.22(1.45%) Jun 30
    Prev Close:15.16
    YTD Return*:3.15%
    Net Assets*:550.08M

    * As of 31-May-16

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


    • No Headlines available for SWEGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab® S&P 500 Index31.37N/A
    Schwab Small Cap Index17.65N/A
    Schwab International Index13.61N/A
    Schwab Fundamental US Large Company Idx13.59N/A
    Schwab Fundamental US Small Company Idx7.64N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:550.08M
    Category:Allocation--85%+ Equity
    Annual Report Expense Ratio (net):0.42%

    Performance & Risk

    YTD Return:3.15%
    5y Avg Return:7.25%
    Rank in Category (ytd):16
    % Rank in Category (ytd):8.38%
    Beta (3y):1.63
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks high capital growth through an all-stock portfolio. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation is 100% in stock investments, with certain percentages for different segments of the stock market. It is the portfolio's policy that, under normal circumstances, it will invest at least 80% of its net assets in stock investments; typically the actual percentage is considerably higher. The portfolio invests in mutual funds to achieve its allocation in stock investments. View More
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