SWOBX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab Balanced (SWOBX) Ownership - Who owns Schwab Balanced?

The investment seeks capital growth and income... Show more

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

SWOBX

Net Assets

668M

Fund Existence

over 28 years

Turnover

8.00

Total Expense Ratio

0.51

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.53

Assets in Top Ten Holdings

654M

Average Credit Quality

Average Effective Duration

5.97

Average Effective Maturity

8.35

Fund of Funds

Yes

Fund Share Class Net Assets

668M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

6.04

No Load Fund

Yes

Number of Long Holdings

7.00

Number of Net Holdings

7.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.51

Weighting Top Ten Holdings

99.60%

Gain YTD

-0.837

Annual Yield % from dividends

2.30

Returns for 1 year

4.13

Returns for 3 years

9.48

Returns for 5 years

23.44

Returns for 10 years

27.11

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details