Schwab MarketTrack Growth Portfolio™

Type: Mutual Funds Symbol: SWHGX Net Expense Ratio: 0.510%

Summary

Objective

The portfolio seeks high capital growth with less volatility than an all-stock portfolio.

Highlights

  • Combines Fundamental Index® and market cap strategies plus asset allocation in a single portfolio 
  • A stock-focused portfolio that also provides access to bond investments which allows the potential for long-term growth with less volatility expected than a 100% stock investment
  • Offers diversification across major segments of the U.S. stock market, plus international exposure
  • Automatic portfolio rebalancing

Fund Details

Performance

Portfolio

Distributions