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    Schwab Balanced (SWOBX)

    15.46 Down 0.07(0.45%) Mar 31
    Prev Close:15.53
    YTD Return*:2.58%
    Net Assets*:232.71M
    Yield*:2.13%

    * As of 28-Feb-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Core Equity35.59N/A
    Schwab Total Bond Market24.34N/A
    Laudus US Large Cap Growth15.28N/A
    Schwab Intermediate-Term Bond11.67N/A
    Laudus Small-Cap MarketMasters Select10.05N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:232.71M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:2.58%
    5y Avg Return:10.87%
    Rank in Category (ytd):45
    % Rank in Category (ytd):4.71%
    Beta (3y):0.94
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks capital growth and income. The fund generally invests in a diversified group of other Schwab and/or Laudus Funds. It invests 55-65% of its assets in equity securities and 35-45% in fixed income securities, and cash and cash equivalents. The fund will invest at least 25% of its assets in equity securities and at least 25% of its assets in fixed income securities. For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, it may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations. View More
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