SWOBX Mutual Fund
SWOBX Mutual Fund
SWOBX Mutual Fund
Schwab Balanced Fund
SWOBX Mutual Fund Overview
SWOBX Mutual Fund (Schwab Balanced Fund) is managed by Charles Schwab Asset Management with $748.6M in net assets. SWOBX expense ratio is 0.51%, holding 7 positions across various sectors. Inception date: 1996-11-18.
SWOBX performance shows a YTD return of 5.92%. The 1-year return is 10.76% and the 5-year return is 5.64%. SWOBX dividend yield stands at 5.16%, paid annually.
SWOBX top holdings include Schwab U.s. Aggregate Bond Index Fund (36.3%), Schwab Core Equity Fund (27.1%), Laudus U.s. Large Cap Growth Fund (14.9%), Laudus International Marketmasters Fund (10.2%), Schwab Small-cap Equity Fund (8.7%). Go to all SWOBX holdings, SWOBX sectors, or SWOBX dividends.
SWOBX can be compared against other funds. Use SWOBX overlap to find shared positions, or SWOBX vs another fund for a side-by-side view. SWOBX alternatives are available via the screener, along with tax-loss harvesting opportunities.