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STOCKS
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SWOBX
Schwab Balanced Fund Investor Shares
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWOBX Mutual Fund Holdings Information

Compare
Holdings Count
7
Total Assets
712.84M
Top 10 Percentage
99.87%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
7 Holdings
7 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
SWAGX
Schwab U.S. Aggregate Bond Index Fund
36.30%
$258.72M
―
―
―
―
―
SWANX
Schwab Core Equity Fund
27.03%
$192.70M
―
―
―
―
―
LGILX
Schwab Select Large Cap Growth Fund
15.64%
$111.48M
―
―
―
―
―
SWMIX
Schwab International Opportunities Fund
9.46%
$67.42M
―
―
―
―
―
SWSCX
Schwab Small-Cap Equity Fund
8.56%
$60.99M
―
―
―
―
―
SGUXX
Schwab Government Money Fund
2.38%
$16.94M
―
―
―
―
―
USD_CASH
State Street Institutional US Government Money Market Fund
0.51%
$3.63M
―
―
―
―
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Rows:
10

Sector Breakdown

Currently, no data available

Countries Breakdown

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Breakdown By Smart Score

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SWOBX Mutual Funds FAQ

What are Mutual Funds SWOBX’s top 3 holdings?
SWOBX’s top 3 holdings are SWAGX, SWANX, LGILX.
    What is Mutual Funds SWOBX’s holdings count?
    Mutual Funds SWOBX’s is holdings 7 different assets.
      What are the total assets of Mutual Funds SWOBX?
      Mutual Funds SWOBX’s total assets are 712.84M.

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