Schwab Markettrack Balanced Fund Quote

SWBGX Fund  USD 21.01  0.02  0.1%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Schwab Markettrack is trading at 21.01 as of the 2nd of December 2024; that is 0.1 percent up since the beginning of the trading day. The fund's open price was 20.99. Schwab Markettrack has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Schwab Markettrack Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
To pursue its goal, the fund maintains a defined asset allocation. Schwab Markettrack is traded on NASDAQ Exchange in the United States. More on Schwab Markettrack Balanced

Moving together with Schwab Mutual Fund

  0.87FBONX American Funds AmericanPairCorr
  0.87FBAFX American Funds AmericanPairCorr
  0.87ABALX American BalancedPairCorr
  0.88BALCX American BalancedPairCorr
  0.87BALFX American BalancedPairCorr
  0.88RLBCX American BalancedPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Schwab Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date27th of February 2023
Fiscal Year EndOctober
Schwab Markettrack Balanced [SWBGX] is traded in USA and was established 2nd of December 2024. The fund is listed under Allocation--50% to 70% Equity category and is part of Schwab Funds family. This fund at this time has accumulated 557.82 M in assets with no minimum investment requirementsSchwab Markettrack is currently producing year-to-date (YTD) return of 11.13% with the current yeild of 0.02%, while the total return for the last 3 years was 3.22%.
Check Schwab Markettrack Probability Of Bankruptcy

Instrument Allocation

Top Schwab Markettrack Balanced Mutual Fund Constituents

SCHHSchwab REIT ETFEtfReal Estate
SFLNXSchwab Fundamental LargeMutual FundLarge Value
SFSNXSchwab Fundamental SmallMutual FundSmall Blend
SWAGXSchwab Aggregate BondMutual FundIntermediate Core Bond
SWISXSchwab International IndexMutual FundForeign Large Blend
SWPPXSchwab Sp 500Mutual FundLarge Blend
SWSSXSchwab Small Cap IndexMutual FundSmall Blend
More Details

Schwab Markettrack Risk Profiles

Schwab Markettrack Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Markettrack 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 Markettrack security.
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