Schwab MarketTrack Balanced Portfolio

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 8.34 8.34
Stocks 41.94 41.94
Bonds 29.46 29.46
Other 0.07 0.07
Foreign Bonds 3.71 3.71
Foreign Stocks 16.47 16.47
Convertible 0.0 0.0
Preferred 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 Total Bond Market 34.68
Schwab S&P 500 Index 30.18
Schwab International Index 15.25
Schwab Small Cap Index 14.97

Bond Ratings (%)

Updated 10.31.2013

Sector SWBGX
AAA 74.73
AA 2.84
A 9.33
BBB 11.86
BB 0.25
B 0.09
Below B 0.12
Other 0.78

See Also:

Top Schwab Funds Funds