| No headlines available for SWHGX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 525.78M | | Category: | Large Blend | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 21.29% | | 5y Avg Return: | 1.91% | | Rank in Category (ytd): | 1495 | | % Rank in Category (ytd): | 73.97% | | Beta (3y): | 0.90 | | Morningstar Risk Rating: | Below average |
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| The investment seeks capital growth with less volatility than an all-stock portfolio. The fund mainly allocates 80% of assets in stocks, 15% in bonds and 5% as cash, it invests mainly in other Schwab funds. The fund is a fund of fund. The stock allocation is further divided into three segments: 40% of assets for large-cap, 20% for small-cap and 20% for international.The portfolio invests mainly in other Schwab Funds, including index funds, which seek to track the total returns of various market indices. | | | Fund Profile |
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