SWKRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab® Monthly Income Flexible Payout (SWKRX) Ownership - Who owns Schwab® Monthly Income Flexible Payout?

The investment seeks to provide current income and, as a secondary investment objective, capital appreciation... Show more

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

SWKRX

Net Assets

63.7M

Fund Existence

about 17 years

Turnover

7.00

Total Expense Ratio

0.25

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Conservative Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.43

Assets in Top Ten Holdings

62.3M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

63.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

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

0.25

Weighting Top Ten Holdings

99.54%

Gain YTD

2.672

Annual Yield % from dividends

4.60

Returns for 1 year

8.69

Returns for 3 years

6.52

Returns for 5 years

11.54

Returns for 10 years

17.87

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category ModerateAllocation

Profile

Fundamentals

Details