Morningstar

Schwab Balanced Fund™ SWOBX

Morningstar Medalist Rating
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Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return $18.70  /  −0.80 %
  • Fund Size $742.9M
  • Adjusted Expense Ratio 0.510%
  • Net Expense Ratio 0.000%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.83%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis SWOBX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab Balanced holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SWOBX

More SWOBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Aggregate Bond Index

36.52 272M
—

Schwab Core Equity

26.98 201M
—

Schwab Large Cap Growth Opportunities

15.10 113M
—

Schwab International Opportunities

9.97 74M
—

Schwab Small-Cap Equity

8.52 64M
—

Schwab Government Money Ultra

2.42 18M
Cash and Equivalents

Ssc Government Mm Gvmxx

0.49 4M
Cash and Equivalents

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