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Schwab Balanced Fund™ (SWOBX)

US Funds

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17.64 +0.04 +0.23%

21/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 707.33M

Type: Fund

Market: United States

Issuer: Schwab Funds

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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Rating

1-Year Change12.86%

Prev. Close17.6

Risk Rating

TTM Yield1.87%

ROE31.73%

IssuerSchwab Funds

Turnover6%

ROA15.61%

Inception Date35387

Total Assets707.33M

Expenses0%

Min. Investment100

Market Cap140.06B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1113	1016	1248	1085	1452	2010
Fund Return	11.26%	1.59%	24.8%	2.77%	7.74%	7.23%
Place in category	262	413	221	373	244	155
% in Category	34	55	29	55	39	32

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	108.74B	20.93	9.05	12.95
Schwab Total Stock Market Index	26.8B	19.74	7.49	12.33
Schwab 1000 Index	18.08B	20.33	7.95	12.56
Schwab International Index	9.67B	6.83	2.70	5.24
Schwab Fundamental US Large Company	9.72B	16.07	9.84	11.49

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.51B	13.30	5.24	8.16
Vanguard Wellington Admiral	98.64B	12.38	4.27	8.38
American Funds American Balanced R6	55.41B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.01B	12.51	3.69	8.16
Fidelity Advisor Balanced C	42.26B	12.89	3.68	8.34

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	36.37	-	-
Schwab Core Equity	-	26.92	-	-
Schwab Select Large Cap Growth	-	15.45	-	-
Schwab International Opportunities	-	9.58	-	-
Schwab Small-Cap Equity	-	8.69	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Balanced	17.64	+0.04	+0.23%