Schwab MarketTrack Conservative Portfolio™
SWCGX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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Forward Dividend Yield
Price
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NAV
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Company Information
Provider
Schwab Funds
Manager/Tenure
(Years)
(Years)
Zifan Tang (14), Patrick Kwok (7)
Website
Address
Schwab Funds
San Francisco CA - 94104
San Francisco CA - 94104
Country
United States
Phone Number
877-824-5615
Investment Strategy
The investment seeks income and more growth potential than an all-bond portfolio. To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation includes bond, stock and cash investments. Its allocation is weighted toward bond investments, while including substantial stock investments in seeking to obtain long-term growth. The fund seeks to remain close to the target allocations of approximately 56% fixed income, 40% equity and 4% cash and cash equivalents (including money market funds).