SWCGX Mutual Fund
SWCGX Mutual Fund
SWCGX Mutual Fund
Schwab MarketTrack Conservative Portfolio
SWCGX Mutual Fund Overview
SWCGX Mutual Fund (Schwab MarketTrack Conservative Portfolio) is managed by Charles Schwab Asset Management with $213.6M in net assets. SWCGX expense ratio is 0.50%, holding 14 positions across sectors including Real Estate. Inception date: 1995-11-20.
SWCGX performance shows a YTD return of 4.27%. The 1-year return is 10.51% and the 5-year return is 4.00%. SWCGX dividend yield stands at 6.50%, paid quarterly.
SWCGX top holdings include Schwab U.s. Aggregate Bond Index Fund (48.0%), Schwab S&p 500 Index Fund (10.9%), Schwab Short-term Bond Index Fund (6.3%), Schwab International Index Fund (6.0%), Schwab Fundamental US Large Company Index Fund (6.0%). Go to all SWCGX holdings, SWCGX sectors, or SWCGX dividends.
SWCGX can be compared against other funds. Use SWCGX overlap to find shared positions, or SWCGX vs another fund for a side-by-side view. SWCGX alternatives are available via the screener, along with tax-loss harvesting opportunities.