SWEGX : Schwab MarketTrack All Equity Portfolio™

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

SWEGX

Schwab MarketTrack All Equity Portfolio™

FI Score

61 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

61% FI Score
  • swegx
  • Mutual Fund
  • Allocation
  • All-In-One

Schwab MarketTrack All Equity Portfolio™

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

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

Fund Summary

The investment seeks high capital growth through an all-stock portfolio. To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation is 100% in stock investments, with certain percentages for different segments of the stock market. It is the fund's policy that, under normal circumstances, it will invest at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in stock investments; typically the actual percentage is considerably higher.

Largest Holdings

Amount Holding
31.68% Schwab® S&P 500 Index
13.90% Schwab International Index
13.39% Schwab Fundamental US Large Company Idx
10.41% Schwab Small Cap Index
5.96% Schwab Fdmtl Intl Lg Co Idx
5.09% Schwab ® US Large-Cap Growth Idx
5.00% Schwab Fdmtl Intl Sm Co Idx
4.93% Schwab Fdmtl Emerg Mkts Lg Co Idx
4.86% Schwab US REIT ETF™
4.49% Schwab Fundamental US Small Company Idx

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