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    Schwab Monthly Income Max Payout (SWLRX)

    10.38 Up 0.03(0.29%) Jul 31
    Prev Close:10.38
    YTD Return*:0.58%
    Net Assets*:51.08M
    Yield*:2.22%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for SWLRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Total Bond Market47.67N/A
    Schwab Intermediate-Term Bond31.89N/A
    Schwab Dividend Equity10.50N/A
    Laudus International MarketMasters Sel5.29N/A
    Schwab Global Real Estate2.76N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:51.08M
    Category:Intermediate-Term Bond
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:0.58%
    5y Avg Return:4.08%
    Rank in Category (ytd):12
    % Rank in Category (ytd):1.12%
    Beta (3y):0.79
    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 (the underlying funds) in accordance with its target asset allocation. It has the flexibility to move within the following asset allocation ranges (under normal market conditions) at the discretion of the investment adviser: 0%-25% equity; 60%-100% fixed income; and 0%-15% cash and cash equivalents. The fund is designed to offer investors a targeted annual payout of 5-6%. View More
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