Schwab Balanced Mutual Fund Money Managers
SWOBX Fund | USD 17.94 0.15 0.84% |
Break down of Schwab Balanced's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Schwab Balanced's future under-performance.
Schwab |
Symbol | SWOBX |
Name | Schwab Balanced Fund |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Schwab Balanced Fund Leadership is currently not available.
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Schwab Balanced Net Asset Comparison
Schwab Balanced Fund is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 11.37 Billion. Schwab Balanced holds roughly 639.03 Million in net asset claiming about 6% of funds in Allocation--50% to 70% Equity category.
Schwab Balanced Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Schwab Balanced Price Series Summation is a cross summation of Schwab Balanced price series and its benchmark/peer.
About Schwab Balanced Management Performance
The success or failure of an entity such as Schwab Balanced often depends on how effective the management is. Schwab Balanced management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Schwab management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Schwab management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65 percent of its assets in equity securities and 35-45 percent in fixed-income securities , and cash or cash equivalents . For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100 percent of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Schwab Mutual Fund
Schwab Balanced financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Balanced security.
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