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Schwab Balanced Fund™ (SWOBX)

US Funds

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16.25 -0.13 -0.79%

13/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 684M

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Equity

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SWOBX Overview

Find basic information about the Schwab Balanced Fund™ mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SWOBX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8085098635)

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Technical Chart

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Rating

1-Year Change1.05%

Prev. Close16.38

Risk Rating

TTM Yield2.24%

ROE31.17%

IssuerSchwab Funds

Turnover8%

ROA15.54%

Inception Date35387

Total Assets684M

Expenses0%

Min. Investment100

Market Cap154.55B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1012	993	1105	1174	1491	1976
Fund Return	1.2%	-0.65%	10.54%	5.5%	8.31%	7.05%
Place in category	667	433	427	324	298	172
% in Category	88	58	57	48	48	36

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	104.96B	1.44	12.51	12.93
Schwab Total Stock Market Index	25.8B	1.12	11.50	12.26
Schwab 1000 Index	17.01B	1.33	11.95	12.51
Schwab International Index	10.51B	8.14	6.73	5.41
Schwab Fundamental US Large Company	9.23B	4.09	11.21	11.57

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	108.68B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.04	7.27	8.46
American Funds American Balanced R6	54.38B	2.71	7.83	8.52
Vanguard Balanced Index Adm	46.71B	1.75	6.77	8.12
Fidelity Balanced K	42.26B	1.39	7.80	9.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	36.58	-	-
Schwab Core Equity	-	26.95	-	-
Schwab Select Large Cap Growth	-	15.55	-	-
Schwab International Opportunities	-	9.46	-	-
Schwab Small-Cap Equity	-	8.56	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Sell
Technical Indicators	Strong Sell	Strong Sell	Sell
Summary	Strong Sell	Strong Sell	Sell

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