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Schwab Balanced (SWOBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.48+0.09 (+0.55%)
At close: 08:01PM EDT

Overall portfolio composition (%)

Cash4.92%
Stocks59.02%
Bonds36.05%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
SWOBX
Basic materials
2.23%
Consumer cyclical
12.93%
Financial services
9.94%
Property
1.61%
Consumer defensive
5.13%
Healthcare
13.46%
Utilities
1.04%
Communication services
9.41%
Energy
4.09%
Industrials
9.09%
Technology
31.05%

Equity holdings

AverageSWOBXCategory average
Price/Earnings0.0423.62
Price/book0.263.26
Price/sales0.422.32
Price/Cash flow0.0715.57
Median market cap123,480.7797,816.96
3-year earnings growth24.1715.47

Bond holdings

AverageSWOBXCategory average
Maturity8.925.72
Duration3.284.49
Credit qualityN/AN/A

Bond ratings

Sector(s)SWOBX
US government16.64%
AAA6.43%
AA69.97%
A11.39%
BBB12.21%
BB0.00%
B0.00%
Below B0.00%
Others0.00%

Top 6 holdings (99.35% of total assets)

Get quotes for top holdings
NameSymbol% assets
Schwab US Aggregate Bond IndexSWAGX36.82%
Schwab Core EquitySWANX26.58%
Schwab Select Large Cap GrowthLGILX15.25%
Schwab International OpportunitiesSWMIX9.80%
Schwab Small-Cap EquitySWSCX8.46%
Schwab Variable Share Price Money UltraSVUXX2.44%