To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation includes bond, stock and cash investments. Its allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the fund's volatility. The fund seeks to remain close to the target allocations of approximately 60% equity, 36% fixed income and 4% cash and cash equivalents (including money market funds).
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Schwab MarketTrack Balanced Por
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SWBGX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on SWBGX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Schwab MarketTrack Balanced Por
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Important: This projection uses simplified assumptions based on SWBGX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
FSMDXFidelity Mid Cap Index Fund
FXAIXFidelity 500 Index Fund
VFIAXVanguard 500 Index Fd Admiral S
VINIXVanguard Institutional Index
SWBGX is the ticker symbol for Schwab MarketTrack Balanced Por, a Large Blend mutual fund managed by Schwab. To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation includes bond, stock and cash investments. Its allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the fund's volatility. The fund seeks to remain close to the target allocations of approximately 60% equity, 36% fixed income and 4% cash and cash equivalents (including money market funds).
SWBGX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
SWBGX has posted a 1-year return of +19.74%, 3-year return of +18.17%, 5-year return of +10.39%, 10-year return of +207.01%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
SWBGX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether SWBGX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.