Morningstar

Schwab MarketTrack Growth Portfolio™ SWHGX

Morningstar Medalist Rating
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Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return $29.21  /  −0.34 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.000%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.85%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis SWHGX

Will SWHGX 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 SWHGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWHGX 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 SWHGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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

by Morningstar Automated Analysis
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Portfolio Holdings SWHGX

More SWHGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab® S&P 500 Index

17.91 199M
—

Schwab US Aggregate Bond Index

16.13 179M
—

Schwab International Index

12.88 143M
—

Schwab Fundamental US Large Company Idx

12.76 142M
—

Schwab ® US Large-Cap Growth Idx

10.95 122M
—

Schwab Fundamental Intl Equity Index Fd

5.19 58M
—

Schwab Small Cap Index

4.30 48M
—

Schwab US REIT ETF™

4.01 44M
—

Schwab Emerging Markets Equity ETF™

3.51 39M
—

Schwab Government Money Ultra

3.48 39M
Cash and Equivalents

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