SWAGX : Schwab U.S. Aggregate Bond Index Fund

SWAGX is a Bond Market Total US Bond Market index fund with LOW fees.

SWAGX

Schwab U.S. Aggregate Bond Index Fund

FI Score

90 /100

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

8 /10

Category Score

10 /10

Market Size

8 /10

90% FI Score
  • swagx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Schwab U.S. Aggregate Bond Index Fund

Expenses: 0.04% (Better than 1% of similar funds)

This is a great choice for a Total US Bond Market Bond fund. See why »

Fund Summary

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US Aggregate Bond Index†. The fund generally invests at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial MBS, and ABS that are publicly available for sale in the United States.

Largest Holdings

Amount Holding
2.00% Federal National Mortgage Association 3%
0.81% Government National Mortgage Association 3%
0.65% Federal National Mortgage Association 4%
0.54% Federal National Mortgage Association 3.5%
0.37% United States Treasury Notes 2.62%
0.34% United States Treasury Notes 3.12%
0.34% United States Treasury Bonds 3.38%
0.34% United States Treasury Bonds 2.88%
0.34% United States Treasury Notes 2.25%
0.33% United States Treasury Notes 2.38%
0.32% United States Treasury Notes 1.62%
0.31% United States Treasury Notes 1.75%
0.31% United States Treasury Bonds 2.25%
0.31% United States Treasury Notes 2.88%
0.30% United States Treasury Notes 2.38%
0.30% United States Treasury Notes 1.62%
0.30% United States Treasury Notes 2.88%
0.29% United States Treasury Notes 2.5%
0.29% United States Treasury Notes 0.38%
0.28% United States Treasury Notes 2.75%
0.28% Government National Mortgage Association 3.5%
0.28% United States Treasury Notes 2%
0.28% United States Treasury Notes 0.5%
0.27% United States Treasury Notes 2.75%
0.27% United States Treasury Notes 2%

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