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Schwab Balanced Fund™ (SWOBX)

US Funds

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17.08 -0.05 -0.29%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 717.52M

Type: Fund

Market: United States

Asset Class: Equity

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SWOBX Overview

Find basic information about the Schwab Balanced Fund™ 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 SWOBX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change7.53%

Prev. Close17.13

Risk Rating

TTM Yield2.22%

ROE31.52%

IssuerN/A

Turnover8%

ROA15.55%

Inception Date35387

Total Assets717.52M

Expenses0%

Min. Investment100

Market Cap151.74B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1019	1034	1145	1153	1438	2059
Fund Return	1.91%	3.41%	14.46%	4.86%	7.53%	7.49%
Place in category	620	262	258	320	266	164
% in Category	81	36	35	48	43	33

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	113.52B	2.78	11.87	13.71
Schwab Total Stock Market Index	28.11B	3.07	11.26	13.11
Schwab 1000 Index	18.47B	3.09	11.56	13.34
Schwab International Index	10.12B	4.95	4.60	5.71
Schwab Fundamental US Large Company	9.74B	4.06	10.68	12.14

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	113.31B	2.88	7.03	8.59
Vanguard Wellington Admiral	100.34B	2.27	6.17	8.84
American Funds American Balanced R6	56.89B	2.94	7.37	8.93
Vanguard Balanced Index Adm	47.01B	2.10	6.18	8.47
Fidelity Balanced	42.26B	1.89	7.25	9.92

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	37.03	-	-
Schwab Core Equity	-	26.96	-	-
Schwab Select Large Cap Growth	-	15.66	-	-
Schwab International Opportunities	-	9.16	-	-
Schwab Small-Cap Equity	-	8.35	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Balanced	17.08	-0.05	-0.29%