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 LMRNX

34% FI Score
  • lmrnx
  • Mutual Fund
  • Allocation
  • All-In-One

1919 Socially Responsive Balanced Fund Class I

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 FITRX

34% FI Score
  • fitrx
  • Mutual Fund
  • Allocation
  • All-In-One

Delaware Total Return Fund Class A

Expenses: 1.18% (Better than 0% of similar funds)

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

Compare SWBGX vs THPBX

33% FI Score
  • thpbx
  • Mutual Fund
  • Allocation
  • All-In-One

BNY Mellon Balanced Opportunity Fund - Class J

Expenses: 0.95% (Better than 0% of similar funds)

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

Compare SWBGX vs JIAFX

33% FI Score
  • jiafx
  • Mutual Fund
  • Allocation
  • All-In-One

John Hancock Funds II Multi-Asset High Income Fund Class A

Expenses: 0.62% (Better than 1% of similar funds)

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

Compare SWBGX vs CAPCX

33% FI Score
  • capcx
  • Mutual Fund
  • Allocation
  • All-In-One

Federated Capital Income Fund Class C Shares

Expenses: 1.69% (Better than 0% of similar funds)

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

Compare SWBGX vs FMATX

33% FI Score
  • fmatx
  • Mutual Fund
  • Allocation
  • All-In-One

AIG Multi-Asset Allocation Fund Class C

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

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

Compare SWBGX vs FMABX

33% FI Score
  • fmabx
  • Mutual Fund
  • Allocation
  • All-In-One

AIG Multi-Asset Allocation Fund Class B

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

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

Compare SWBGX vs IBLLX

33% FI Score
  • ibllx
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Multi-Managed Balanced Fund Class C

Expenses: 1.80% (Better than 0% of similar funds)

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

Compare SWBGX vs UCMCX

33% FI Score
  • ucmcx
  • Mutual Fund
  • Allocation
  • All-In-One

USAA Cornerstone Moderately Conservative Fund

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

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

Compare SWBGX vs VILLX

33% FI Score
  • villx
  • Mutual Fund
  • Allocation
  • All-In-One

Villere Balanced Fund Investor Class

Expenses: 0.89% (Better than 1% of similar funds)

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

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