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SWEGX
Mutual Fund ticker: NASDAQ
AS OF
Jun 5 closing price
Price
$24.52
Change
-$0.06 (-0.24%)
Net Assets
959.63M

SWEGX Schwab MarketTrack All Equity Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Industry description

The investment seeks high capital growth through an all-stock portfolio. To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation is 100% in stock investments, with certain percentages for different segments of the stock market. It is the fund's policy that, under normal circumstances, it will invest at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in stock investments; typically the actual percentage is considerably higher.
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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
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SWEGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWEGX has been closely correlated with FIQCX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWEGX jumps, then FIQCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWEGX
1D Price
Change %
SWEGX100%
N/A
FIQCX - SWEGX
97%
Closely correlated
N/A
JFTUX - SWEGX
94%
Closely correlated
N/A
ONGAX - SWEGX
94%
Closely correlated
N/A
ONIFX - SWEGX
94%
Closely correlated
N/A
OGGCX - SWEGX
94%
Closely correlated
N/A
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