Schwab MarketTrack Portfolios®
 

Investment Objective

The Schwab MarketTrack Portfolios seek to provide a range of investment objectives from capital growth to combinations of growth and income. The Portfolios invest primarily in other Schwab Funds, each of which focuses on a different segment of the market.

Investment Strategy

Each of the four MarketTrack Portfolios seek to maintain a defined mix of asset classes designed to match an investor’s unique tolerance for risk. The Portfolios utilize a fund-of-funds strategy to invest in a combination of Schwab Funds and vary by their comparative allocations to equities, fixed-income and cash and cash equivalents (including money market funds).

Schwab MarketTrack Portfolios
Fund Name Ticker Net OER1 Min. Investment
MarketTrack All Equity Portfolio SWEGX 0.64% $100
MarketTrack Growth Portfolio SWHGX 0.66% $100
MarketTrack Balanced Portfolio SWBGX 0.69% $100
MarketTrack Conservative Portfolio SWCGX 0.72% $100

Distinguishing Characteristics and Benefits

  • Offers the combination of asset allocation and passive strategies in a single portfolio
  • Investments in multiple Schwab Funds provide access to different sectors, market capitalizations and global regions
  • A one-step solution for diversifying an entire portfolio or complementing other investments
Cumulative Growth of a $10,000 Investment (pre-tax)
Growth of $10,000 Investment as of         
Fund
Category

Schwab MarketTrack Portfolios Line-Up

Schwab MarketTrack All Equity Portfolio

Seeks high capital growth through an all-stock portfolio. The Portfolio seeks to remain close to the target allocation of 45% U.S. large-cap, 25% U.S. small-cap stocks and 30% International, and typically does not change its target allocation.

Schwab MarketTrack Growth Portfolio

Seeks high capital growth with less volatility than an all-stock portfolio. The Portfolio seeks to remain close to the target allocations of 80% equity, 15% fixed income and 5% cash and cash equivalents (including money market funds), and typically does not change its target allocation.

Schwab MarketTrack Balanced Portfolio

Seeks both capital growth and income. The Portfolio seeks to remain close to the target allocations of 60% equity, 35% fixed income and 5% cash and cash equivalents (including money market funds), and typically does not change its target allocation.

Schwab MarketTrack Conservative Portfolio

Seeks income and more growth potential than an all-bond portfolio. The Portfolio seeks to remain close to the target allocations of 55% fixed income, 40% equity and 5% cash and cash equivalents (including money market funds), and typically does not change its target allocation.

Investment Management

Charles Schwab Investment Management actively manages the Schwab MarketTrack Portfolios to maintain their strategic allocations. Veteran managers monitor the market and adjust investments as needed to keep the Funds in line with their stated risk tolerance.

Investment Management Team

Zifan Tang, Ph.D., CFA

Managing Director, Head of Asset Allocation Strategies
Full Bio>
 
Investment Management Bio

Zifan Tang, Ph.D., CFA

Managing Director, Head of Asset Allocation Strategies

Zifan Tang is a Managing Director and Head of Asset Allocation Strategies for Charles Schwab Investment Management, Inc. (CSIM).  Ms. Tang leads the portfolio management team of Schwab’s asset allocation strategies, which comprise the Schwab Target Funds, Schwab MarketTrack Portfolios, Schwab Monthly Income Funds, and Schwab Balanced Fund. She also has overall responsibility for all aspects of the management of the funds. Prior to joining CSIM in January 2012, Ms. Tang was a product manager at Thomson Reuters and from 1997 to 2009 worked as a portfolio manager at Barclays Global Investors, which was subsequently acquired by BlackRock.

Ms. Tang holds a Ph.D. in Engineering from Royal School of Mines, Imperial College of Science, Technology and Medicine in London, UK. She is a CFA charterholder.

0213-0942

Schwab Asset Allocation Funds

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Contact Us

Call your Schwab Funds representative at 877-824-5615