Schwab Monthly Income Max Payout (SWLRX)
10.24 0.02(0.20%) Dec 20
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SWLRX at this time.
|Symbol||% Assets||YTD Return %|
|Schwab Total Bond Market||47.08||N/A|
|Schwab Intermediate-Term Bond||32.75||N/A|
|Schwab Dividend Equity||11.03||N/A|
|Laudus International MarketMasters Sel||4.53||N/A|
|Schwab Global Real Estate||2.63||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.00%|
Performance & Risk
|5y Avg Return:||5.82%|
|Rank in Category (ytd):||87|
|% Rank in Category (ytd):||29.69%|
|Morningstar Risk Rating:||1|
The investment seeks to provide current income and, as a secondary investment objective, capital appreciation.
The fund invests primarily in a combination of Schwab FundsÂ® 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%. The targeted annual payout for the fund is based on historic yield environments over a ten year period. View More