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Schwab Balanced (SWOBX)

15.82 Up 0.01(0.06%) Nov 25
Prev Close:15.81
YTD Return*:6.87%
Net Assets*:201.23M
Yield*:1.33%

* As of 31-Oct-14

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 Equity35.96N/A
Schwab Total Bond Market24.08N/A
Laudus US Large Cap Growth15.09N/A
Schwab Intermediate-Term Bond12.05N/A
Laudus Small-Cap MarketMasters Select9.69N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:201.23M
Category:Moderate Allocation
Annual Report Expense Ratio (net):0.00%

Performance & Risk

YTD Return:6.87%
5y Avg Return:11.03%
Rank in Category (ytd):27
% Rank in Category (ytd):3.1%
Beta (3y):0.90
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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