Schwab Balanced Fund

Class Inv (SWOBX)
3 / 5 Stars
4 4 4 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
B- (Buy)

#15 in Moderate Allocation

U.S. News evaluated 233 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 16.42 percent over the past year, 10.20 percent over the past three years, 12.41 percent over the past five years, and 6.18 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.5%
1 Year 16.4%
3 Years (Annualized) 10.2%
5 Years (Annualized) 12.4%
10 Years (Annualized) 6.2%

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The investment seeks capital growth and income. The fund generally invests in a diversified group of other Schwab and/or Laudus Funds. It invests 55-65% of its assets in equity securities and 35-45% in fixed income securities, and cash and cash equivalents. The fund will invest at least 25% of its assets in equity securities and at least 25% of its assets in fixed income securities. For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, it may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.

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