SWBGX Mutual Fund

SWBGX Mutual Fund (Schwab MarketTrack Balanced Portfolio) is managed by Charles Schwab Asset Management with $646.7M in net assets. SWBGX expense ratio is 0.48%, holding 14 positions across sectors including Real Estate. Inception date: 1995-11-20.

SWBGX performance shows a YTD return of 8.16%. The 1-year return is 13.25% and the 5-year return is 6.34%. SWBGX dividend yield stands at 7.09%, paid annually.

SWBGX top holdings include Schwab U.s. Aggregate Bond Index Fund (30.6%), Schwab S&p 500 Index Fund (15.6%), Schwab International Index Fund (9.1%), Schwab Fundamental US Large Company Index Fund (9.0%), Schwab US Large Cap Growth Ind Schwab US Lrg Cap Grw Indx (8.5%). Go to all SWBGX holdings, SWBGX sectors, or SWBGX dividends.

SWBGX can be compared against other funds. Use SWBGX overlap to find shared positions, or SWBGX vs another fund for a side-by-side view. SWBGX alternatives are available via the screener, along with tax-loss harvesting opportunities.