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Schwab Balanced (SWOBX)
16.41
+0.07
+(0.43%)
At close: 8:04:28 PM EDT
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16.34 - YTD Return -2.33%
- Expense Ratio 0.51%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 678.1M
- Beta (5Y Monthly) 1.00
- Yield 2.31%
- 5y Average Return --
- Holdings Turnover 8.00%
- Last Dividend 0.39
- Inception Date Nov 18, 1996
The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65% of its assets in equity securities (including stocks and equity funds) and 35-45% in fixed-income securities (including bonds and fixed-income funds), and cash or cash equivalents (including money market funds). For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.
Schwab Funds
Fund Family
Allocation--50% to 70% Equity
Fund Category
678.1M
Net Assets
1996-11-18
Inception Date
Performance Overview: SWOBX
View MoreTrailing returns as of 4/28/2025. Category is Allocation--50% to 70% Equity.
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SICNX Schwab International Core Equity
13.02
0.00%
SWHGX Schwab MarketTrack Growth
24.84
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SWHFX Schwab Health Care
24.01
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SFLNX Schwab Fundamental US Large Company Idx
26.98
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SWCGX Schwab MarketTrack Conservative
15.07
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SWDSX Schwab Dividend Equity
16.24
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SWSSX Schwab Small Cap Index
31.79
+0.57%
SWSCX Schwab Small-Cap Equity
17.30
+0.64%
SWEGX Schwab MarketTrack All Equity
23.13
+0.39%
SWISX Schwab International Index
25.34
+0.08%
SNXFX Schwab 1000 Index
119.26
+0.59%
SWTSX Schwab Total Stock Market Index
93.54
+0.59%
SWLSX Schwab Large-Cap Growth
33.30
+0.63%
SFNNX Schwab Fundamental Intl Equity Index Fd
11.64
+0.09%
Holdings: SWOBX
View MoreSector Weightings
SectorSWOBX
Technology 33.12%
Healthcare 12.77%
Consumer Cyclical 12.71%
Financial Services 10.52%
Industrials 9.71%
Communication Services 9.15%
Consumer Defensive 4.49%
Energy 3.44%
Basic Materials 1.83%
Real Estate 1.24%
Utilities 1.02%
Recent News: SWOBX
View MoreResearch Reports: SWOBX
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