Schwab MarketTrack All Equity Portfolio™
SWEGX
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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52-Week High
Company Information
Provider
Schwab Funds
Manager/Tenure
(Years)
(Years)
Zifan Tang (13), Patrick Kwok (6), Drew Hayes (2)
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 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.