Schwab Balanced Fund™
SWOBX
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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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 capital growth and income. To pursue its goal, the fund generally invests in a diversified group of other affiliated Schwab mutual funds in accordance with its target portfolio allocation. Normally, it invests 55-65% of its assets in equity securities (including stocks and equity funds) and 35-45% in fixed-income securities (including bonds and fixed-income funds), and cash and cash equivalents (including money market funds).