Morningstar

Schwab MarketTrack All Equity Portfolio™ SWEGX

Morningstar Medalist Rating
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Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return $29.26  /  −0.41 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 0.510%
  • Net Expense Ratio 0.000%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Global Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.55%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis SWEGX

Will SWEGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWEGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWEGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SWEGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab MarketTrack All Equity holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SWEGX

More SWEGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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