SWHGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab MarketTrack Growth (SWHGX) Ownership - Who owns Schwab MarketTrack Growth?

The investment seeks high capital growth with less volatility than an all-stock portfolio... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

SWHGX

Net Assets

935M

Fund Existence

over 29 years

Turnover

17.00

Total Expense Ratio

0.50

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.50

Assets in Top Ten Holdings

858M

Average Credit Quality

Average Effective Duration

5.96

Average Effective Maturity

8.35

Fund of Funds

Yes

Fund Share Class Net Assets

935M

Fund Type

OpenEnd

Index Fund

Management Fee

0.13

Modified Duration

6.02

No Load Fund

Yes

Number of Long Holdings

13.00

Number of Net Holdings

13.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.11

Weighting Top Ten Holdings

93.61%

Gain YTD

1.124

Annual Yield % from dividends

2.09

Returns for 1 year

1.03

Returns for 3 years

8.88

Returns for 5 years

34.04

Returns for 10 years

18.93

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details