Back to top
Schwab Balanced Fund Investor Shares: (MF: SWOBX)
(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET
$16.77 USD
-0.06 (-0.36%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in November 1996 and is managed by Charles Schwab Investment Management, Inc. The fund seeks capital growth by primarily investing in equity securities and fixed income securities. The fund primarily invests in equity securities of large and mid-cap U.S. companies and investment grade debt instruments. However, the fund may also invest in equity securities of small-cap companies and, to a limited extent, in high yield securities (junk bonds). The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Schwab Balanced | SWOBX | NA | NA | 0.00 | 0.00 | 0.00 | 0.02 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Schwab Viewpoints Fund Inv | SWOBX | 16.77 | 10/18/1996 | 2.30 | 7.83 | 7.09 | 7.72 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Schwab Balanced | SWOBX | 0 | 0 | 0 | A |
Contact Information
| Family | Schwab Funds |
| Address | 101 Montgomery St San Francisco, CA 94104 |
| Phone | 800 407-0256 |