| No headlines available for SWCGX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 185.61M | | Category: | Conservative Allocation | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 13.81% | | 5y Avg Return: | 2.49% | | Rank in Category (ytd): | 543 | | % Rank in Category (ytd): | 84.98% | | Beta (3y): | 0.77 | | Morningstar Risk Rating: | Average |
|
| The investment seeks income and more growth potential than an all-bond portfolio. The fund is weighted toward bond investments, while including substantial stock investments in seeking to obtain long-term growth. The portfolio seeks to remain close to the target allocations of 55% bonds, 40% stocks and 5% cash and typically does not change its target allocation. The stock allocation is further divided into three segments: 20% of assets for large-cap, 10% for small-cap and 10% for international. It invests mainly in other Schwab funds. | | | Fund Profile |
|
Help
0.06 (0.49%) 
Summary
Add SWCGX to Portfolio 
Download Data
