SWBGX : Schwab MarketTrack Balanced Portfolio™

SWBGX is a Allocation Market All-In-One with LOW fees.

SWBGX

Schwab MarketTrack Balanced Portfolio™

FI Score

60 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

Different Funds

We found 9,682 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare SWBGX vs PRULX

76% FI Score
  • prulx
  • Mutual Fund
  • Bond
  • Government Bond

T. Rowe Price U.S. Treasury Long-Term Fund

Expenses: 0.30% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why »

Compare SWBGX vs CWI

76% FI Score
  • cwi
  • ETF
  • International Stocks
  • Large Blend

SPDR MSCI ACWI ex-US ETF

Expenses: 0.30% (Better than 1% of similar funds)

This is an OK choice for a Large Blend International Stocks fund. See why »

Compare SWBGX vs HABYX

75% FI Score
  • habyx
  • Mutual Fund
  • Bond
  • Total US Bond Market

The Hartford Total Return Bond Fund Class Y

Expenses: 0.40% (Better than 1% of similar funds)

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

Compare SWBGX vs SLYV

75% FI Score
  • slyv
  • ETF
  • US Stocks
  • Small Value

SPDR S&P 600 Small Cap Value ETF

Expenses: 0.15% (Better than 1% of similar funds)

This is an OK choice for a Small Value US Stocks fund. See why »

Compare SWBGX vs FIDU

75% FI Score
  • fidu
  • ETF
  • Sector Equity
  • Industrials

Fidelity MSCI Industrials Index ETF

Expenses: 0.08% (Better than 1% of similar funds)

This is an OK choice for a Industrials Sector Equity fund. See why »

Compare SWBGX vs IDLV

75% FI Score
  • idlv
  • ETF
  • International Stocks
  • Large Blend

Invesco S&P International Developed Low Volatility ETF

Expenses: 0.26% (Better than 1% of similar funds)

This is an OK choice for a Large Blend International Stocks fund. See why »

Compare SWBGX vs FSTFX

75% FI Score
  • fstfx
  • Mutual Fund
  • Bond
  • Municipal Bond

Fidelity® Limited Term Municipal Income Fund

Expenses: 0.45% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare SWBGX vs TLH

75% FI Score
  • tlh
  • ETF
  • Bond
  • Government Bond

iShares 10-20 Year Treasury Bond ETF

Expenses: 0.15% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why »

Compare SWBGX vs IJK

75% FI Score
  • ijk
  • ETF
  • US Stocks
  • Mid-Cap Growth

iShares S&P Mid-Cap 400 Growth ETF

Expenses: 0.24% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »

Compare SWBGX vs GFAFX

75% FI Score
  • gfafx
  • Mutual Fund
  • US Stocks
  • Large Growth

American Funds The Growth Fund of America® Class F-1

Expenses: 0.69% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why »

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