• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.18% Nasdaq Up 1.29%

    Schwab Monthly Income Enh Payout (SWKRX)

    10.59 Down 0.02(0.19%) Feb 9
    Prev Close:10.59
    YTD Return*:-1.50%
    Net Assets*:94.64M

    * As of 31-Jan-16

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


    • No Headlines available for SWKRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Total Bond Market39.23N/A
    Schwab Intermediate-Term Bond26.14N/A
    Schwab Dividend Equity19.30N/A
    Laudus International MarketMasters Sel8.14N/A
    Schwab Global Real Estate5.24N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:94.64M
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:-1.50%
    5y Avg Return:4.05%
    Rank in Category (ytd):37
    % Rank in Category (ytd):4.36%
    Beta (3y):0.57
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide current income and, as a secondary investment objective, capital appreciation. The fund invests primarily in a combination of Schwab Funds® and Laudus Funds in accordance with its target asset allocation. It has the flexibility to move within the following asset allocation ranges at the discretion of the investment adviser: 10%-40% equity; 50%-90% fixed income; and 0%-12% cash and cash equivalents. The fund is designed to offer investors a targeted annual payout of 4-5%. View More
    Your browser doesn't support canvas
    Submit Feedback