Morningstar

Schwab MarketTrack All Equity Portfolio™ SWEGX

Medalist Rating as of Sep 30, 2026 See Charles Schwab Investment Hub

Strategy

The investment seeks high capital growth through an all-stock portfolio. To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation is 100% in stock investments, with certain percentages for different segments of the stock market. It is the fund's policy that, under normal circumstances, it will invest at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in stock investments; typically the actual percentage is considerably higher.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SWEGX	Schwab MarketTrack All Equity Portfolio™	No Load	Open			May 20, 1998	$1.20B	0.510%	Below Average	$0	−$22.09M

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