* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SWOBX at this time.
|Symbol||% Assets||YTD Return %|
|Schwab Core Equity||35.43||N/A|
|Schwab Total Bond Market||24.09||N/A|
|Laudus US Large Cap Growth||15.56||N/A|
|Schwab Intermediate-Term Bond||12.04||N/A|
|Laudus Small-Cap MarketMasters Select||10.00||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.00%|
Performance & Risk
|5y Avg Return:||13.63%|
|Rank in Category (ytd):||73|
|% Rank in Category (ytd):||7.91%|
|Morningstar Risk Rating:||2|
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