SWHGX : Schwab MarketTrack Growth Portfolio™

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

SWHGX

Schwab MarketTrack Growth Portfolio™

FI Score

63 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

63% FI Score
  • swhgx
  • Mutual Fund
  • Allocation
  • All-In-One

Schwab MarketTrack Growth 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 with less volatility than an all-stock portfolio. To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation includes stock, bond and cash investments. Its allocation focuses on stock investments, while including some bonds and cash investments in seeking to reduce the fund's volatility. The fund seeks to remain close to the target allocations of approximately 80% equity, 16% fixed income and 4% cash and cash equivalents (including money market funds).

Largest Holdings

Amount Holding
28.49% Schwab® S&P 500 Index
15.99% Schwab US Aggregate Bond Index
11.98% Schwab Fundamental US Large Company Idx
9.40% Schwab International Index
8.96% Schwab Small Cap Index
3.99% Schwab Fdmtl Intl Lg Co Idx
3.91% Schwab US REIT ETF™
3.80% Schwab Fundamental US Small Company Idx
3.32% Schwab ® US Large-Cap Growth Idx
3.31% Schwab Fdmtl Intl Sm Co Idx
3.25% Schwab Fdmtl Emerg Mkts Lg Co Idx

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