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Home
SWCGX • Mutual Fund
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Share
Schwab MarketTrack Conservative Portfolio™
$15.17
Jan 29 · USD · MUTF ·
Disclaimer
1M
6M
YTD
1Y
5Y
MAX
No data
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Compare to
Schwab MarketTrack Growth Portfolio™
$25.54
SWHGX
0.23%
Schwab MarketTrack Balanced Portfolio™
$18.93
SWBGX
0.21%
Schwab MarketTrack All Equity Portfolio™
$23.97
SWEGX
0.29%
Schwab Dividend Equity Fund™
$16.68
SWDSX
0.18%
Schwab® International Core Equity Fund
$12.13
SICNX
0.33%
Schwab Global Real Estate Fund™
$6.23
SWASX
1.11%
Schwab Large-Cap Growth Fund™
$36.66
SWLSX
0.57%
Schwab Small-Cap Equity Fund™
$20.16
SWSCX
0.099%
Schwab Tax-Free Bond Fund™
$10.91
SWNTX
0.00%
Schwab Treasury Inflation Protected Securities Index Fund
$10.18
SWRSX
0.20%
insights
Key events
Key events shows relevant news articles on days with large price movements
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
$15.18
YTD return
Year to date return as of Dec 31, 2024
6.60%
Expense ratio
Percentage of fund assets used for administrative and other expenses
0.50%
Category
Classification system to identify similar funds
Cautious 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
198.74M USD
Yield
The ratio of annual dividend to net assets as of Dec 31, 2024
2.76%
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
Mitrade
51 minutes ago
Here's What the 3 Best-Performing Vanguard Sector ETFs in 2025 All Have in Common
Benzinga
1 hour ago
Dow Inc. Q4: Earnings Miss, Packaging Segment Struggles, Job Cuts And More
.DJI
0.00%
Dow Jones Industrial Average
Proactive financial news
1 hour ago
Nasdaq, S&P seen higher as economic figures looms
.INX
0.00%
S&P 500
NDAQ
0.00%
Nasdaq Inc
Yahoo
24 minutes ago
Mastercard Eyes Record High On Results, Dow Jones Rival Visa On Deck
MA
0.00%
Mastercard Inc
V
0.00%
Visa Inc
.DJI
0.00%
Dow Jones Industrial Average
Moneyweb
12 hours ago
African Bank’s new route to the JSE
ig.com
5 hours ago
Nasdaq 100, Dow and Nikkei 225 push higher | Levels to Watch | IG South Africa
NDX
0.24%
Nasdaq-100
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