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SWEGX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Schwab MarketTrack All Equity (SWEGX) Ownership - Who owns Schwab MarketTrack All Equity?

The investment seeks high capital growth through an all-stock portfolio... Show more

Profile

Category
Global Aggressive Allocation
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com

Details

Group
Domestic Stock Funds
Category
Aggressive Allocation
Total Expense Ratio
0.50
Min. Initial Investment
N/A
Fund Existence
over 27 years
Turnover
17.00
Front Load
N/A
Net Assets
1059936960.00
Manager Tenure
N/A

Fundamentals

SWEGX
Net Assets
1.06B
Fund Existence
over 27 years
Turnover
17.00
Total Expense Ratio
0.50
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Global Aggressive Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.50
Assets in Top Ten Holdings
853M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
1.06B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.13
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
11.00
Number of Net Holdings
11.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.12
Weighting Top Ten Holdings
99.50%
Gain YTD
16.581
Annual Yield % from dividends
1.59
Returns for 1 year
10.76
Returns for 3 years
46.31
Returns for 5 years
55.77
Returns for 10 years
83.11
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category AggressiveAllocation

Profile
Fundamentals
Details
Category
Global Aggressive Allocation
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com