Schwab MarketTrack Balanced Portfolio™

Type: Mutual Funds Symbol: SWBGX Net Expense Ratio: 0.500%

Summary

Objective

The portfolio seeks both capital growth and income.

Highlights

  • Combines Fundamental Index® and market cap strategies plus asset allocation in a single portfolio
  • Seeks both capital growth and income through investing in stock and bond funds
  • Offers diversification across major segments of the U.S. stock market, plus international exposure
  • Automatic portfolio rebalancing

Fund Details

Performance

Portfolio

Distributions