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Schwab U.s. Aggregate Bond Index Fund (SWAGX)

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8.840 -0.010    -0.11%
00:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 5.18B
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Bond
Schwab U.S. Aggregate Bond Index Fund 8.840 -0.010 -0.11%

SWAGX Overview

 
Find basic information about the Schwab U.s. Aggregate Bond Index 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 SWAGX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change2.67%
Prev. Close8.85
Risk Rating
TTM Yield3.78%
ROEN/A
IssuerSchwab Funds
Turnover36%
ROAN/A
Inception DateFeb 23, 2017
Total Assets5.18B
Expenses0.04%
Min. InvestmentN/A
Market CapN/A
CategoryIntermediate - Term Bond
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1020 1002 1104 934 984 -
Fund Return 1.96% 0.2% 10.43% -2.25% -0.32% -
Place in category 269 278 314 200 250 -
% in Category 61 61 66 53 67 -

Top Bond Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab Treasury Infl Protected Sec 2.43B 3.11 -1.60 2.17
  Schwab Target 2040 1.21B 12.15 3.16 7.60
  Schwab Target 2030 1B 10.02 2.37 6.64
  US80850L7837 995.01M 13.83 4.60 -
  Schwab Target 2035 620.23M 11.17 2.81 7.17

Top Funds for Intermediate-Term Bond Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Bond Market II Index 158.82B 1.95 -2.20 1.45
  Vanguard Total Bond Market II Idx I 148.73B 1.89 -2.27 1.38
  Vanguard Total Bond Market Index Ad 102.38B 1.88 -2.23 1.47
  Fidelity US Bond Index Instl Prem 60.34B 1.94 -2.23 1.46
  Baird Aggregate Bond Inst 48.27B 2.44 -1.88 1.91

Top Holdings

Name ISIN Weight % Last Change %
United States Treasury Notes 4.375% - 0.42 - -
United States Treasury Notes 4.5% - 0.40 - -
United States Treasury Notes 4% - 0.40 - -
United States Treasury Notes 3.875% - 0.36 - -
United States Treasury Notes 4.125% - 0.34 - -

Technical Summary

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