Schwab Monthly Income Fund Moderate Payout

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.19 0.0 5.19
Stocks 31.31 0.0 31.31
Bonds 42.75 0.73 42.02
Other 0.57 0.0 0.57
Foreign Bonds 5.22 0.0 5.22
Foreign Stocks 15.68 0.0 15.68
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 Dividend Equity 29.29
Schwab Total Bond Market 28.94
Schwab Intermediate-Term Bond 20.84
Laudus International MarketMasters Sel 12.16
Schwab Global Real Estate 7.16

Bond Ratings (%)

Updated 10.31.2013

Sector SWJRX
AAA 74.28
AA 2.5
A 8.29
BBB 12.82
BB 0.36
B 0.05
Below B 0.07
Other 1.63

See Also:

Top Schwab Funds Funds