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Schwab Markettrack Balanced Portfolio™ (SWBGX)

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20.85 -0.08 -0.38%

25/09 - Delayed Data. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 600.67M

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Equity

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SWBGX Overview

Find basic information about the Schwab Markettrack Balanced Portfolio™ mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SWBGX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change17.13%

Prev. Close20.93

Risk Rating

TTM Yield2.01%

ROE24.12%

IssuerSchwab Funds

Turnover11%

ROA10.12%

Inception Date35023

Total Assets600.67M

Expenses0.39%

Min. Investment100

Market Cap83.62B

CategoryAllocation - - 50% to 70% Equity

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Schwab Markettrack Balanced Portfolio™ Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1099	1056	1161	1096	1435	1836
Fund Return	9.91%	5.58%	16.1%	3.11%	7.49%	6.26%
Place in category	485	322	416	358	377	279
% in Category	64	40	54	53	58	57

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	101.8B	19.49	9.34	12.93
Schwab Total Stock Market Index	25.23B	18.17	7.69	12.25
Schwab 1000 Index	17.21B	18.70	8.17	12.47
Schwab International Index	10.2B	12.28	4.31	5.27
Schwab Fundamental US Large Company	9.39B	15.53	10.26	11.44

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	109.07B	12.61	5.18	8.14
Vanguard Wellington Admiral	99.55B	12.37	4.53	8.39
American Funds American Balanced R6	54.34B	12.84	5.51	8.47
Vanguard Balanced Index Adm	46.21B	12.12	3.85	8.18
Fidelity Balanced K	42.26B	13.47	5.34	9.65

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	34.93	-	-
Schwab® S&P 500 Index	-	18.66	-	-
Schwab International Index	-	9.10	-	-
Schwab Fundamental US Large Company Idx	-	9.05	-	-
Schwab ® US Large-Cap Growth Idx	-	5.51	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab MarketTrac.	20.85	-0.08	-0.38%