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SWOBX
Schwab Balanced Fund Investor Shares
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Similar Mutual Funds

SWOBX Mutual Fund Price & Analysis

The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. 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 or cash equivalents (including money market funds). For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.
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SWOBX Mutual Fund Chart & Stats

Previous Close$16.31
Sub-CategoryAsset Allocation
Total Liabilities33.94K
Last Dividend Ex-Date
Dec 30, 2024
Expense Ratio0.51%
Holding Count7
Brandschwab capital trust
Dividend Yield
 (2.38%)
CategoryBalanced
Total Assets712.84M
Shares OutstandingN/A
52-Week Range$15.67 - $18.11

Top 10 Holdings

Name
Weight %
SWAGX
Schwab U.S. Aggregate Bond Index Fund
36.30%
SWANX
Schwab Core Equity Fund
27.03%
LGILX
Schwab Select Large Cap Growth Fund
15.64%
SWMIX
Schwab International Opportunities Fund
9.46%
SWSCX
Schwab Small-Cap Equity Fund
8.56%
SGUXX
Schwab Government Money Fund
2.38%
USD_CASH
State Street Institutional US Government Money Market Fund
0.51%
Total99.87%
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