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Home
SWBGX • Mutual Fund
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Share
Schwab MarketTrack Balanced Portfolio™
$18.93
Jan 29 · USD · MUTF ·
Disclaimer
1M
6M
YTD
1Y
5Y
MAX
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Compare to
Schwab International Index Fund®
$23.66
SWISX
0.00%
Schwab® S&P 500 Index Fund
$92.76
SWPPX
0.46%
Schwab Fundamental U.S. Small Company Index Fund
$18.19
SFSNX
0.44%
Schwab U.S. Aggregate Bond Index Fund
$8.80
SWAGX
0.00%
Schwab Tax-Free Bond Fund™
$10.91
SWNTX
0.00%
Schwab MarketTrack Growth Portfolio™
$25.54
SWHGX
0.23%
Schwab MarketTrack All Equity Portfolio™
$23.97
SWEGX
0.29%
Schwab Dividend Equity Fund™
$16.68
SWDSX
0.18%
Schwab MarketTrack Conservative Portfolio™
$15.17
SWCGX
0.066%
Schwab® International Core Equity Fund
$12.13
SICNX
0.33%
insights
Key events
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Key events
Key events shows relevant news articles on days with large price movements
Key events
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Key events shows relevant news articles on days with large price movements
Mutual fund
A pool of money collected from many investors to invest in stocks, bonds, and other assets. The fund is managed by a professional money manager
Previous close
The last closing price
$18.97
YTD return
Year to date return as of Dec 31, 2024
9.48%
Expense ratio
Percentage of fund assets used for administrative and other expenses
0.48%
Category
Classification system to identify similar funds
Moderate Allocation
Morningstar Rating
A rating that measures how well a fund has performed compared to similar funds
star_rate
star_rate
star_rate
grade
grade
Net assets
The value of the share class's assets minus the value of its liabilities as of Dec 31, 2024
581.44M USD
Yield
The ratio of annual dividend to net assets as of Dec 31, 2024
2.45%
Front load
Single charge paid by the investor when they purchase shares of the fund
-
Inception date
The date on which the fund was launched
Nov 20, 1995
Market news
Global Banking | Finance
7 minutes ago
Dow to cut 1,500 jobs as part of $1 billion cost-saving plan after Q4 miss
.DJI
0.31%
Dow Jones Industrial Average
Barron's
29 minutes ago
S&P 500 Futures Up in Premarket Trading; Mobileye Global, United Parcel Service B Lag
MBLY
4.19%
Mobileye Global Inc
Kursiv Media Kazakhstan
1 hour ago
Piper Sandler expects the Russell 2000 to outperform the S&P 500 in 2025
.INX
0.47%
S&P 500
RUT
0.25%
Russell 2000 Index
Bloomberg.com
2 hours ago
Stocks Climb on Earnings as Data Support ECB Cut: Markets Wrap
.INX
0.47%
S&P 500
.DJI
0.31%
Dow Jones Industrial Average
CNBC
28 minutes ago
S&P 500 futures rise after Meta Platforms, Tesla report earnings: Live updates
TSLA
2.26%
Tesla Inc
MSFT
1.09%
Microsoft Corp
Moneyweb
10 hours ago
African Bank’s new route to the JSE
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