| No headlines available for SWBGX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 443.16M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 17.56% | | 5y Avg Return: | 2.24% | | Rank in Category (ytd): | 970 | | % Rank in Category (ytd): | 81.93% | | Beta (3y): | 1.06 | | Morningstar Risk Rating: | Average |
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| The investment seeks capital growth and income. The fund's allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 60% stocks, 35% bonds and 5% cash and typically does not change its target allocation. The stock allocation is further divided into three segments: 30% of assets for large-cap, 15% for small-cap and 15% for international. It invests mainly in other Schwab funds. | | | Fund Profile |
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