Schwab MarketTrack Balanced Portfolio

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

Fund Fees

Updated 04.30.2014

Maximum Sales Fees %
Initial
Deferred

Updated 04.30.2014

Maximum Fees %
Administrative
Management 0.23
Redemption 2.0

Updated 04.30.2014

Actual Fees %
12b-1
Management 0.23
Net Expense Ratio: Annual Report 0.5
Net Expense Ratio: Prospectus 0.69

Updated 07.03.2014

Total Cost Projections
3-Year $221.00
5-Year $384.00
10-Year $859.00

Purchase Information

Updated 02.28.2014

Minimum Investments
Initial $100.00
Additional
Initial IRA
Additional IRA
Initial AIP
Additional AIP