Morningstar

Schwab Balanced Fund™ SWOBX

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

Strategy

The investment seeks capital growth and income. To pursue its goal, the fund generally invests in a diversified group of other affiliated Schwab mutual funds in accordance with its target portfolio allocation. Normally, it invests 55-65% of its assets in equity securities (including stocks and equity funds) and 35-45% in fixed-income securities (including bonds and fixed-income funds), and cash and cash equivalents (including money market funds).

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
SWOBX	Schwab Balanced Fund™	No Load	Open			Nov 18, 1996	$723.80M	0.510%	Below Average	$0	−$28.73M

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