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Charles Schwab Investment Management, Inc. had around $283.9 billion assets under management as of June 30, 2016. The company offers a variety of products including money market funds, ETFs, index funds, asset allocation funds, etc. The main objective of Schwab Investment is to provide effective solutions that will fulfill the needs of its investors.
Schwab Investment has been in the business for more than 25 years and is presently one of the largest providers of individual mutual funds. Charles Schwab Investment provides diverse investment products to its clients, including institutional and private investors. Founded in 1989, the company focuses on more than 100 funds with its experienced workforce and has been able to offer the best investment opportunities worldwide.
Schwab Monthly Income Enhanced Payout (SWKRX - Free Report) primarily invests in a combination of Laudus Funds and Schwab Funds, with respect to the fund’s target asset allocation. SWBGX seeks growth of both income and capital. Schwab Monthly Income Enhanced Payout has a return of 3.6% year to date.
SWKRX has an expense ratio of 0.56% as compared to the category average of 0.85%.
Schwab GNMA seeks appreciation of capital and income. SWGSX invests the lion’s share of its assets in Government National Mortgage Association (GNMA) securities. The fund also invests in asset-backed and mortgage-backed securities, repurchase agreements, commercial paper, etc. Schwab GNMA has a return of 2.7% year to date.
Alfonso Portillo is one of the fund managers of SWGSX and has managed the fund since 2007.
Schwab Fundamental International Small Company Index (SFILX - Free Report) invests in the securities mainly those companies that fall within the range of Russell Fundamental Developed ex-U.S. Small Company Index. SFILX seeks returns, which corresponds with respect to the index. Schwab Fundamental International Small Company Index has a return of 7% year to date.
SFILX has an expense ratio of 0.49% as compared to the category average of 1.37%.
Schwab MarketTrack Conservative (SWCGX - Free Report) seeks income growth. SWCGXaims to maintain specific asset allocation for its portfolio. Generally, the portfolio remains near the target allocation of 55% fixed income, 40% equity and 5% cash and cash equivalents. Schwab MarketTrack Conservative has a return of 5.1% year to date.
As of June 2016, SWCGX held 12 issues, with 55.02% of its assets invested in Schwab Total Bond Market.
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4 Top-Ranked Schwab Mutual Funds to Buy
Charles Schwab Investment Management, Inc. had around $283.9 billion assets under management as of June 30, 2016. The company offers a variety of products including money market funds, ETFs, index funds, asset allocation funds, etc. The main objective of Schwab Investment is to provide effective solutions that will fulfill the needs of its investors.
Schwab Investment has been in the business for more than 25 years and is presently one of the largest providers of individual mutual funds. Charles Schwab Investment provides diverse investment products to its clients, including institutional and private investors. Founded in 1989, the company focuses on more than 100 funds with its experienced workforce and has been able to offer the best investment opportunities worldwide.
Below we share with you four top-rated Schwab mutual funds. Each has earned a Zacks Mutual Fund Rank #1(Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Schwab funds.
Schwab Monthly Income Enhanced Payout (SWKRX - Free Report) primarily invests in a combination of Laudus Funds and Schwab Funds, with respect to the fund’s target asset allocation. SWBGX seeks growth of both income and capital. Schwab Monthly Income Enhanced Payout has a return of 3.6% year to date.
SWKRX has an expense ratio of 0.56% as compared to the category average of 0.85%.
Schwab GNMA seeks appreciation of capital and income. SWGSX invests the lion’s share of its assets in Government National Mortgage Association (GNMA) securities. The fund also invests in asset-backed and mortgage-backed securities, repurchase agreements, commercial paper, etc. Schwab GNMA has a return of 2.7% year to date.
Alfonso Portillo is one of the fund managers of SWGSX and has managed the fund since 2007.
Schwab Fundamental International Small Company Index (SFILX - Free Report) invests in the securities mainly those companies that fall within the range of Russell Fundamental Developed ex-U.S. Small Company Index. SFILX seeks returns, which corresponds with respect to the index. Schwab Fundamental International Small Company Index has a return of 7% year to date.
SFILX has an expense ratio of 0.49% as compared to the category average of 1.37%.
Schwab MarketTrack Conservative (SWCGX - Free Report) seeks income growth. SWCGXaims to maintain specific asset allocation for its portfolio. Generally, the portfolio remains near the target allocation of 55% fixed income, 40% equity and 5% cash and cash equivalents. Schwab MarketTrack Conservative has a return of 5.1% year to date.
As of June 2016, SWCGX held 12 issues, with 55.02% of its assets invested in Schwab Total Bond Market.
To view the Zacks Rank and past performance of all Schwab mutual funds, investors can click here to see the complete list of Schwab funds.
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