Schwab Balanced Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 4.72 0.07 4.65
Stocks 55.97 0.0 55.97
Bonds 31.2 0.11 31.09
Other 0.7 0.0 0.7
Foreign Bonds 3.87 0.19 3.68
Foreign Stocks 3.9 0.0 3.9
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 01.31.2014

% Net Assets
Schwab Core Equity 35.43
Schwab Total Bond Market 24.09
Laudus US Large Cap Growth 15.56
Schwab Intermediate-Term Bond 12.04
Laudus Small-Cap MarketMasters Select 10.0

Bond Ratings (%)

Updated 01.31.2014

Sector SWOBX
AAA 72.4
AA 2.66
A 8.54
BBB 14.03
BB 0.18
B 0.0
Below B 0.0
Other 2.19

Moderate Allocation Funds

Highest Returns (10-year)

See More Funds