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SWBGX
Schwab MarketTrack Balanced Portfolio
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWBGX Mutual Fund Price & Analysis

The Schwab MarketTrack Balanced Portfolio (SWBGX) is a mutual fund that aims to provide investors with a balanced mix of stocks and bonds. It is managed by Charles Schwab Investment Management and seeks to track the performance of the overall market. This fund is designed for investors looking for a diversified portfolio with a moderate level of risk. SWBGX may be a suitable option for those seeking long-term growth and income potential.
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SWBGX Mutual Fund Chart & Stats

Previous Close$18.62
Sub-CategoryAsset Allocation
Total Liabilities221.01K
Last Dividend Ex-Date
Dec 30, 2024
Expense Ratio0.48%
Holding Count13
Brandschwab capital trust
Dividend Yield
 (2.64%)
CategoryBalanced
Total Assets590.70M
Shares OutstandingN/A
52-Week Range$18.36 - $21.23

SWBGX Mutual Fund News

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Top 10 Holdings

Name
Weight %
SWAGX
Schwab U.S. Aggregate Bond Index Fund
34.43%
SWPPX
Schwab S&P 500 Index Fund
18.65%
SWISX
Schwab International Index Fund
9.39%
SFLNX
Schwab Fundamental US Large Company Index Fund
9.17%
SWLGX
Schwab U.S. Large-Cap Growth Index Fund
5.48%
SWSSX
Schwab Small-Cap Index Fund
4.25%
SFNNX
Schwab Fundamental International Large Company Index Fund
3.94%
SGUXX
Schwab Government Money Fund
3.55%
SCHH
Schwab U.S. REIT ETF
2.99%
SFILX
Schwab Fundamental International Small Company Index Fund
2.50%
Total94.34%
Go to Holdings >

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