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SWCGX
Schwab MarketTrack Conservative Portfolio
Analysis
Holdings
Technical Analysis
Performance
Similar Mutual Funds

SWCGX Mutual Fund Price & Analysis

The Schwab MarketTrack Conservative Portfolio (SWCGX) is a mutual fund that aims to provide investors with a conservative approach to investing in the market. This fund is managed by Schwab Funds and seeks to achieve long-term growth and income by investing in a diversified portfolio of stocks, bonds, and other securities. With a focus on risk management and a conservative investment strategy, SWCGX is suitable for investors looking for a more stable and lower-risk option in their portfolio.

SWCGX Mutual Fund Chart & Stats

Previous Close$15.1
Sub-CategoryConservative Allocation
Total Liabilities82.07K
Next Dividend Ex-DateN/A
Expense Ratio0.50%
Holding Count13
Brandschwab capital trust
Dividend Yield
 (5.49%)
CategoryBalanced
Total Assets192.93M
Shares OutstandingN/A
52-Week Range$14.78 - $16.70

SWCGX Mutual Fund News

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ICF
VNQ

Top 10 Holdings

Name
Weight %
SWAGX
Schwab U.S. Aggregate Bond Index Fund
55.01%
SWPPX
Schwab S&P 500 Index Fund
12.96%
SWISX
Schwab International Index Fund
6.33%
SFLNX
Schwab Fundamental US Large Company Index Fund
5.85%
SGUXX
Schwab Government Money Fund
3.82%
SWLGX
Schwab U.S. Large-Cap Growth Index Fund
3.08%
SWSSX
Schwab Small-Cap Index Fund
2.72%
SFNNX
Schwab Fundamental International Large Company Index Fund
2.59%
SCHH
Schwab U.S. REIT ETF
1.94%
SFILX
Schwab Fundamental International Small Company Index Fund
1.72%
Total96.02%
Go to Holdings >

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