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 Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Moderately Aggr Target Risk % Rank
Year-to-date 4.53 -1.25 -1.80 76
1-Month 1.81 0.25 -0.21 20
3-Month 3.26 -0.42 -1.01 72
6-Month 4.53 -1.25 -1.80 76
1-Year 16.42 0.77 -3.25 43
3-Year (Annualized) 10.20 1.02 -0.55 41
5-Year (Annualized) 12.41 0.37 -2.11 52
10-Year (Annualized) 6.18 -1.33 -2.02 60

Moderate Allocation Funds

Highest Returns (10-year)

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