Schwab Monthly Income Fund Maximum Payout

Class No Load (SWLRX)
Scorecard
1 / 5 Stars
Lipper
1 1 5 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
---
TheStreet.com
C (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 6.38 0.0 6.38
Stocks 11.94 0.0 11.94
Bonds 68.36 1.15 67.21
Other 0.21 0.0 0.21
Foreign Bonds 8.34 0.0 8.34
Foreign Stocks 5.91 0.0 5.91
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 46.87
Schwab Intermediate-Term Bond 32.74
Schwab Dividend Equity 11.22
Laudus International MarketMasters Sel 4.61
Schwab Global Real Estate 2.63

Bond Ratings (%)

Updated 10.31.2013

Sector SWLRX
AAA 74.29
AA 2.5
A 8.31
BBB 12.81
BB 0.35
B 0.05
Below B 0.07
Other 1.61

See Also:

Top Schwab Funds Funds