• FirefoxInstall the new Firefox »
  •  Dow Down 0.45% Nasdaq Down 0.49%

    Schwab Balanced (SWOBX)

    15.48 Down 0.04(0.26%) Feb 27
    Prev Close:15.52
    YTD Return*:-0.86%
    Net Assets*:215.49M
    Yield*:2.20%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for SWOBX at this time.

    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:215.49M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:-0.86%
    5y Avg Return:10.61%
    Rank in Category (ytd):56
    % Rank in Category (ytd):6.13%
    Beta (3y):0.92
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback