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Schwab Balanced Fund: (MF: SWOBX)

(MF) As of Oct 19, 2017 06:05 PM ET

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$15.51 USD

0.00 (0.00%)

Zacks MF Rank 2-Buy   2      

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Sep 30, 2017

Total Return %* Percentile Rank Objective
YTD 11.07 25
3 months 3.29 40
6 months 6.15 29
1 Year 12.00 29
3 Year 7.12 11
5 Year 8.68 28
10 Year 5.58 28

* Annual for three years and beyond.

Zacks Premium Research for SWOBX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 9.94
% Yield 1.26
% SEC Yield NA
Net Assets (Mil $) 9/30/2017 309.00
%Turnover 9/30/2017 56.00

Risk

3 Year 5 Year 10 Year
Beta 0.64 0.64 0.62
Alpha 0.12 -0.42 0.59
R Squared 0.92 0.92 0.96
Std. Dev. 6.66 6.41 9.63
Sharpe 1.05 1.35 3.00

Sector / Country Weightings

As of 9/30/2017 % of Portfolio
Finance 96.77
Other 3.23

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2017)
% of Portfolio Value (Mil$)
SCHWAB CORE EQUITY FUND 34.84 107.51
SCHWAB US AGGREGATE BOND 25.02 77.21
LAUDUS GR INV US LARGE CA 15.39 47.51
SCHWAB INTERMEDIATE TERM 11.61 35.84
LAUDUS SMALL CAP MKTMASTE 9.91 30.58

Stock Holding % of Net Assets

As Of 4/30/2017
Total Issues 5
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 34.00
Large Value 18.96
Small Growth 0.00
Small Value 9.73
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 33.60
Foreign Bond 0.00
High Yield Bond 0.00