| | | Morningstar Overall Rating: |  | | Total Assets: | 87.95M | | Category: | Moderate Allocation | | Total Expense Ratio: | % |
|
| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 13.78% | | 5y Avg Return: | 1.64% | | Rank in Category (ytd): | 1112 | | % Rank in Category (ytd): | 93.92% | | Beta (3y): | 0.90 | | Morningstar Risk Rating: | Average |
|
| The investment seeks capital growth and income. The fund generally invests in a diversified group of other Schwab and/or Laudus Funds, but also may invest in other mutual funds, including exchange traded funds. In addition, the fund may purchase individual securities to maintain its allocations.It normally invests 55-65% of assets in equity securities (including stocks and equity funds) and 35-45% in fixed-income securities (including bonds and fixed-income funds), money market funds, cash or cash equivalents. It invests at least 25% of assets in fixed-income securities and at least 25% of assets in equity securities. | | | Fund Profile |
|
Help
0.08 (0.80%) 
Summary
Add SWOBX to Portfolio 
Download Data
