4 / 5 Stars
4 5 2 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#3 in Aggressive Allocation
U.S. News evaluated 124 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 22.25 percent over the past year, 12.54 percent over the past three years, 4.12 percent over the past five years, and 7.17 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||10.2%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||4.1%|
|10 Years (Annualized)||7.2%|
The investment seeks high capital growth with less volatility than an all-stock portfolio. The fund 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. The equity allocation is further divided into three segments: 40% of assets for large-cap, 20% for small-cap and 20% for international. It invests mainly in other Schwab Funds®, including index funds, which seek to track the total returns of various market indices.
Fees are High 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.