SWHGX Mutual Fund
SWHGX Mutual Fund
SWHGX Mutual Fund
Schwab MarketTrack Growth Portfolio
SWHGX Mutual Fund Overview
SWHGX Mutual Fund (Schwab MarketTrack Growth Portfolio) is managed by Charles Schwab Asset Management with $1.14B in net assets. SWHGX expense ratio is 0.50%, holding 13 positions across sectors including Real Estate, Financials. Inception date: 1995-11-20.
SWHGX performance shows a YTD return of 8.97%. The 1-year return is 18.75% and the 5-year return is 8.56%. SWHGX dividend yield stands at 8.76%, paid annually.
SWHGX top holdings include Schwab S&p 500 Index Fund (20.8%), Schwab U.s. Aggregate Bond Index Fund (16.1%), Schwab International Index Fund (12.1%), Schwab Fundamental US Large Company Index Fund (12.0%), Schwab US Large Cap Growth Ind Schwab US Lrg Cap Grw Indx (10.5%). Go to all SWHGX holdings, SWHGX sectors, or SWHGX dividends.
SWHGX can be compared against other funds. Use SWHGX overlap to find shared positions, or SWHGX vs another fund for a side-by-side view. SWHGX alternatives are available via the screener, along with tax-loss harvesting opportunities.