3 / 5 Stars
4 5 2 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#5 in Aggressive Allocation
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 19.13 percent over the past year, 11.36 percent over the past three years, 14.45 percent over the past five years, and 6.93 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.8%|
|3 Years (Annualized)||11.4%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||6.9%|
The investment seeks high capital growth with less volatility than an all-stock portfolio. The portfolio invests mainly in other Schwab Funds®, including index funds, which seek to track the total returns of various market indices. The portfolio's allocation focuses on stock investments, while including some bonds and cash investments in seeking to reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 80% equity, 15% fixed income and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation.
Fees are Low compared to funds in the same category.
Schwab MarketTrack Growth Portfolio has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.