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Schwab Balanced Fund (SWOBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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Visitors trend2W10W9M
15.61+0.12 (+0.77%)
At close: 08:01PM EDT
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Overall Portfolio Composition (%)

Cash4.42%
Stocks60.26%
Bonds35.04%
Others0.00%
Preferred0.00%
Convertable0.28%

Sector Weightings (%)

Sector(s)
SWOBX
Basic Materials
2.52%
Consumer Cyclical
13.82%
Financial Services
14.24%
Real Estate
3.72%
Consumer Defensive
3.90%
Healthcare
12.58%
Utilities
1.47%
Communication Services
11.10%
Energy
2.06%
Industrials
8.70%
Technology
25.88%

Equity Holdings

AverageSWOBXCategory Average
Price/Earnings22.2723.62
Price/Book4.263.26
Price/Sales2.12.32
Price/Cashflow14.2315.57
Median Market Cap83,697.5597,816.96
3 Year Earnings Growth23.5515.47

Bond Holdings

AverageSWOBXCategory Average
Maturity8.095.72
Duration6.264.49
Credit QualityN/AN/A

Bond Ratings

Sector(s)SWOBX
US Government0.00%
AAA71.27%
AA2.84%
A11.45%
BBB14.41%
BB0.03%
B0.00%
Below B0.00%
Others0.00%

Top 5 Holdings (98.80% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Schwab US Aggregate Bond IndexSWAGX36.26%
Schwab Core EquitySWANX35.40%
Laudus US Large Cap GrowthLGILX14.86%
Schwab Small-Cap EquitySWSCX10.41%
Schwab Variable Share Price Money UltraSVUXX1.87%
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