Schwab Balanced Fund™

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

Summary

Objective

The fund seeks capital growth and income.

Highlights

  • Seeks both capital growth and income
  • Offers a diversified asset allocation to U.S. equity, fixed income and cash and cash equivalents in one mutual fund
  • Seeks to provide growth opportunities of equity investing with the income opportunity of fixed income securities
  • Offers the benefits of more diversification than investing in an individual stock or bond

Fund Details

Performance

Portfolio

Distributions