SWCGX Mutual Fund

SWCGX Mutual Fund (Schwab MarketTrack Conservative Portfolio) is managed by Charles Schwab Asset Management with $210.6M in net assets. SWCGX expense ratio is 0.50%, holding 14 positions across sectors including Real Estate. Inception date: 1995-11-20.

SWCGX performance shows a YTD return of 3.12%. The 1-year return is 5.12% and the 5-year return is 4.77%. SWCGX dividend yield stands at 2.94%, paid quarterly.

SWCGX top holdings include Schwab U.s. Aggregate Bond Index Fund (48.0%), Schwab S&p 500 Index Fund (10.9%), Schwab Short-term Bond Index Fund (6.3%), Schwab International Index Fund (6.0%), Schwab Fundamental US Large Company Index Fund (6.0%). Go to all SWCGX holdings, SWCGX sectors, or SWCGX dividends.

SWCGX can be compared against other funds. Use SWCGX overlap to find shared positions, or SWCGX vs another fund for a side-by-side view. SWCGX alternatives are available via the screener, along with tax-loss harvesting opportunities.