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
5 / 5 Stars
TheStreet.com
B (Buy)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.62 0.0 5.62
Stocks 57.83 0.0 57.83
Bonds 30.94 0.42 30.52
Other 0.16 0.0 0.16
Foreign Bonds 4.07 0.0 4.07
Foreign Stocks 1.81 0.0 1.81
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 10.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 10.31.2013

% Net Assets
Schwab Core Equity Inv 35.33
Schwab Total Bond Market 24.07
Laudus US Large Cap Growth 15.58
Schwab Intermediate-Term Bond 12.03
Laudus Small-Cap MarketMasters Select 9.99

Bond Ratings (%)

Updated 10.31.2013

Sector SWOBX
AAA 74.37
AA 2.57
A 8.5
BBB 12.63
BB 0.33
B 0.06
Below B 0.08
Other 1.46

See Also:

Top Schwab Funds Funds