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SWHGX
Schwab MarketTrack Growth Portfolio
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWHGX Mutual Fund Price & Analysis

The Schwab MarketTrack Growth Portfolio (SWHGX) is a mutual fund that aims to provide investors with long-term capital growth by investing in a diversified portfolio of stocks. This fund is managed by Charles Schwab Investment Management and focuses on companies with strong growth potential in various sectors of the market. With a low expense ratio and a mix of large, mid, and small-cap stocks, SWHGX offers investors a well-rounded approach to growth investing. This fund is suitable for investors seeking exposure to the stock market with a focus on long-term growth potential.
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SWHGX Mutual Fund Chart & Stats

Previous Close$24.83
Sub-CategoryGrowth
Total Liabilities358.47K
Last Dividend Ex-Date
Dec 30, 2024
Expense Ratio0.50%
Holding Count12
Brandschwab capital trust
Dividend Yield
 (2.29%)
CategoryEquity
Total Assets970.20M
Shares OutstandingN/A
52-Week Range$24.61 - $28.88

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Top 10 Holdings

Name
Weight %
SWPPX
Schwab S&P 500 Index Fund
24.07%
SWAGX
Schwab U.S. Aggregate Bond Index Fund
15.74%
SWISX
Schwab International Index Fund
12.42%
SFLNX
Schwab Fundamental US Large Company Index Fund
12.18%
SWLGX
Schwab U.S. Large-Cap Growth Index Fund
7.28%
SWSSX
Schwab Small-Cap Index Fund
6.08%
SFNNX
Schwab Fundamental International Large Company Index Fund
5.24%
SCHH
Schwab U.S. REIT ETF
3.92%
SGUXX
Schwab Government Money Fund
3.44%
SFILX
Schwab Fundamental International Small Company Index Fund
3.34%
Total93.69%
Go to Holdings >

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