Schwab Monthly Income Fund Enhanced Payout

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.99 0.0 5.99
Stocks 21.55 0.0 21.55
Bonds 55.46 0.94 54.53
Other 0.39 0.0 0.39
Foreign Bonds 6.77 0.0 6.77
Foreign Stocks 10.77 0.0 10.77
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 Total Bond Market 37.85
Schwab Intermediate-Term Bond 26.74
Schwab Dividend Equity 20.18
Laudus International MarketMasters Sel 8.37
Schwab Global Real Estate 4.88

Bond Ratings (%)

Updated 10.31.2013

Sector SWKRX
AAA 74.28
AA 2.5
A 8.3
BBB 12.81
BB 0.35
B 0.05
Below B 0.07
Other 1.62

See Also:

Top Schwab Funds Funds