SWOBX Mutual Fund

SWOBX Mutual Fund (Schwab Balanced Fund) is managed by Charles Schwab Asset Management with $761.0M 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 4.19%. The 1-year return is 11.17% and the 5-year return is 5.68%. SWOBX dividend yield stands at 5.25%, paid annually.

SWOBX top holdings include Schwab U.s. Aggregate Bond Index Fund (36.7%), Schwab Core Equity Fund (27.0%), Laudus U.s. Large Cap Growth Fund (14.5%), Laudus International Marketmasters Fund (10.0%), Schwab Small-cap Equity Fund (8.9%). 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.