3 / 5 Stars
1 1 5 5 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#43 in Conservative Allocation
U.S. News evaluated 183 Conservative 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 7.29 percent over the past year, 6.54 percent over the past three years, 9.88 percent over the past five years, and 4.71 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||9.9%|
|10 Years (Annualized)||4.7%|
The investment seeks income and more growth potential than an all-bond portfolio. The portfolio invests mainly in other Schwab Funds®, including index funds, which seek to track the total returns of various market indices. Its allocation is weighted toward bond investments, while including substantial stock investments in seeking to obtain long-term growth. The portfolio seeks to remain close to the target allocations of 55% fixed income, 40% equity and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation.
Fees are Average compared to funds in the same category.
Schwab MarketTrack Conservative Portfolio has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.