SWOBX Mutual Fund Similar Funds | MarketXLS

SWOBX Mutual Fund

NAV$18.94

AUM$772M

TER0.51%

Holdings7

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SWOBX Mutual Fund

NAV$18.94

Schwab Balanced Fund

AUM$772M

TER0.51%

Holdings7

See how much of SWOBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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SWOBX Mutual Fund Similar Funds

SWOBX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include MGDCX, PISYX, PSFM, PAYR, HDGTX.

SWOBX alternatives help with portfolio diversification and cost optimization. SWOBX overlap shows shared holdings with similar funds. SWOBX tax-loss harvesting finds correlated substitutes.