Schwab MarketTrack Balanced Portfolio

Class No Load (SWBGX)
3 / 5 Stars
3 4 4 5 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
C+ (Hold)

#31 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 15.12 percent over the past year, 9.33 percent over the past three years, 11.89 percent over the past five years, and 6.09 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.5%
1 Year 15.1%
3 Years (Annualized) 9.3%
5 Years (Annualized) 11.9%
10 Years (Annualized) 6.1%

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The investment seeks both capital growth and income. 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 stock investments, while including substantial bond investments in seeking to add income and reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 60% equity, 35% fixed income 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 Balanced Portfolio has an expense ratio of 0.50 percent.

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Risk is Average compared to funds in the same category according to Morningstar.

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Moderate Allocation Funds

Highest Returns (10-year)

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