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SWHGX
Mutual Fund ticker: NASDAQ
AS OF
May 2 closing price
Price
$25.20
Change
+$0.30 (+1.20%)
Net Assets
934.61M

SWHGX Schwab MarketTrack Growth Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Industry description

The investment seeks high capital growth with less volatility than an all-stock portfolio. To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation includes stock, bond and cash investments. Its allocation focuses on stock investments, while including some bonds and cash investments in seeking to reduce the fund's volatility. The fund seeks to remain close to the target allocations of approximately 80% equity, 16% fixed income and 4% cash and cash equivalents (including money market funds).
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, SWHGX has been closely correlated with RIDBX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWHGX jumps, then RIDBX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWHGX
1D Price
Change %
SWHGX100%
+1.20%
RIDBX - SWHGX
89%
Closely correlated
+0.89%
RIDFX - SWHGX
89%
Closely correlated
+0.91%
RIDAX - SWHGX
89%
Closely correlated
+0.92%
RIDCX - SWHGX
89%
Closely correlated
+0.88%
RIDEX - SWHGX
89%
Closely correlated
+0.91%
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