Schwab Balanced is trading at 16.55 as of the 20th of March 2025; that is 0.73 percent up since the beginning of the trading day. The fund's open price was 16.43. Schwab Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund generally invests in a diversified group of other affiliated Schwab andor Laudus Funds. Schwab Balanced is traded on NASDAQ Exchange in the United States. More on Schwab Balanced Fund
Schwab Balanced Fund [SWOBX] is traded in USA and was established 20th of March 2025. 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 639.03 M in assets with no minimum investment requirementsSchwab Balanced is currently producing year-to-date (YTD) return of 1.2% with the current yeild of 0.02%, while the total return for the last 3 years was 6.23%.
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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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