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Schwab Balanced Fund™ (SWOBX)

US Funds

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15.97 +0.09 +0.57%

14/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Equity

Morningstar Rating:
Total Assets: 653.49M

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Schwab Balanced Fund™ 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. (ISIN: US8085098635)

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Rating

1-Year Change - 1.06%

Prev. Close15.88

Risk Rating

TTM Yield2.31%

ROE31.34%

IssuerSchwab Funds

Turnover8%

ROA15.72%

Inception Date35387

Total Assets653.49M

Expenses0%

Min. Investment100

Market Cap148.43B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	977	977	1048	1136	1569	1909
Fund Return	-2.33%	-2.33%	4.8%	4.34%	9.42%	6.68%
Place in category	653	653	432	334	415	191
% in Category	88	88	59	46	63	38

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	100.87B	-4.28	9.03	12.46
Schwab Total Stock Market Index	24.64B	-4.86	8.10	11.69
Schwab 1000 Index	16.23B	-4.60	8.51	11.97
Schwab International Index	10.08B	7.96	6.71	5.55
Schwab Fundamental US Large Company	8.83B	0.14	8.70	11.31

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	105.1B	-0.23	6.19	8.03
Vanguard Wellington Admiral	99.51B	-1.64	5.79	8.17
American Funds American Balanced R6	52.8B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	46.71B	-1.84	5.20	7.78
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	37.46	-	-
Schwab Core Equity	-	26.59	-	-
Schwab Select Large Cap Growth	-	15.05	-	-
Schwab International Opportunities	-	10.01	-	-
Schwab Small-Cap Equity	-	8.11	-	-

Technical Summary

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

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