Schwab Monthly is trading at 10.15 as of the 21st of March 2025; that is 0.2 percent down since the beginning of the trading day. The fund's open price was 10.17. Schwab Monthly has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a combination of Schwab Funds and Schwab ETFs in accordance with its target asset allocation. Its target asset allocation is not fixed, and the fund has the flexibility to move within the following asset allocation ranges at the discretion of the investment adviser 30-70 percent equity 30-70 percent fixed income and 0-12 percent cash and cash equivalents. More on Schwab Monthly Income
Schwab Monthly Income [SWJRX] is traded in USA and was established 21st of March 2025. Schwab Monthly is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Schwab Funds family. This fund at this time has accumulated 37.66 M in assets with no minimum investment requirementsSchwab Monthly Income is currently producing year-to-date (YTD) return of 3.2% with the current yeild of 0.05%, while the total return for the last 3 years was 3.3%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Monthly Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Monthly Income Mutual Fund Constituents
Other Information on Investing in Schwab Mutual Fund
Schwab Monthly 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 Monthly security.