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

Similar Funds

We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare SWBGX vs PGDCX

42% FI Score
  • pgdcx
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Principal Global Diversified Income Fund Class C

Expenses: 1.79% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare SWBGX vs SCGPX

42% FI Score
  • scgpx
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Principal Strategic Asset Management Conservative Growth Fund Class C

Expenses: 1.39% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare SWBGX vs NBCRX

42% FI Score
  • nbcrx
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds Retirement Income Portfolio - Moderate Class C

Expenses: 1.06% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare SWBGX vs PACAX

42% FI Score
  • pacax
  • Mutual Fund
  • Allocation
  • All-In-One

Putnam Dynamic Asset Allocation Conservative Fund Class A

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare SWBGX vs AAAIX

41% FI Score
  • aaaix
  • Mutual Fund
  • Allocation
  • All-In-One

American Century Strategic Allocation: Aggressive Fund I Class

Expenses: 0.91% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare SWBGX vs IBALX

41% FI Score
  • ibalx
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Multi-Managed Balanced Fund Class A

Expenses: 1.04% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare SWBGX vs MGAFX

41% FI Score
  • mgafx
  • Mutual Fund
  • Allocation
  • All-In-One

Praxis Genesis Growth Portfolio Class A

Expenses: 0.58% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare SWBGX vs IBBFX

41% FI Score
  • ibbfx
  • Mutual Fund
  • Allocation
  • All-In-One

Thrivent Balanced Income Plus Fund Class S

Expenses: 0.77% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare SWBGX vs DCSYX

41% FI Score
  • dcsyx
  • Mutual Fund
  • Allocation
  • All-In-One

Davis Appreciation & Income Fund Class Y

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

This is a bad choice for a All-In-One Allocation fund. See why »

Compare SWBGX vs BTBFX

41% FI Score
  • btbfx
  • Mutual Fund
  • Allocation
  • All-In-One

Boston Trust Asset Management Fund

Expenses: 0.90% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

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