• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.25% Nasdaq Up 0.65%

    Schwab Balanced (SWOBX)

    14.24 Up 0.01(0.07%) May 26
    Prev Close:14.24
    YTD Return*:-0.57%
    Net Assets*:287.75M

    * As of 30-Apr-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Core Equity35.11N/A
    Schwab Total Bond Market24.88N/A
    Laudus US Large Cap Growth14.75N/A
    Schwab Intermediate-Term Bond12.03N/A
    Laudus Small-Cap MarketMasters Select10.19N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:287.75M
    Category:Allocation--50% to 70% Equity
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:-0.57%
    5y Avg Return:6.63%
    Rank in Category (ytd):95
    % Rank in Category (ytd):9.96%
    Beta (3y):0.99
    Morningstar Risk Rating:3

    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 (including stocks and equity funds) and 35-45% in fixed income securities (including bonds and fixed income funds), and cash and cash equivalents (including money market funds). For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund 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
    Submit Feedback