SWEGX Mutual Fund

SWEGX Mutual Fund (Schwab MarketTrack All Equity Portfolio) is managed by Charles Schwab Asset Management with $1.25B in net assets. SWEGX expense ratio is 0.50%, holding 11 positions across sectors including Real Estate, Financials. Inception date: 1998-05-20.

SWEGX performance shows a YTD return of 11.29%. The 1-year return is 23.17% and the 5-year return is 10.54%. SWEGX dividend yield stands at 6.53%, paid annually.

SWEGX top holdings include Schwab S&p 500 Index Fund (24.3%), Schwab International Index Fund (15.7%), Schwab Fundamental US Large Company Index Fund (13.4%), Schwab US Large Cap Growth Ind Schwab US Lrg Cap Grw Indx (12.7%), Schwab Fundamental International Large Company Index Fund (6.9%). Go to all SWEGX holdings, SWEGX sectors, or SWEGX dividends.

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