Schwab Balanced Fund Quote
| SWOBX Fund | USD 17.14 0.01 0.06% |
PerformanceInsignificant
| Odds Of DistressLow
|
Schwab Balanced is trading at 17.14 as of the 23rd of June 2025; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 17.15. Schwab Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of March 2025 and ending today, the 23rd of June 2025. Click here to learn more.
The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65 percent of its assets in equity securities and 35-45 percent in fixed-income securities , and cash or cash equivalents . More on Schwab Balanced Fund
Moving together with Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Schwab Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Balanced Fund [SWOBX] is traded in USA and was established 23rd of June 2025. Schwab Balanced is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Schwab Funds family. This fund at this time has accumulated 639.03 M in assets with no minimum investment requirementsSchwab Balanced is currently producing year-to-date (YTD) return of 1.61% with the current yeild of 0.02%, while the total return for the last 3 years was 7.96%.
Check Schwab Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Balanced Fund Mutual Fund Constituents
| LGILX | Laudus Large Cap | Mutual Fund | Large Growth | |
| SWAGX | Schwab Aggregate Bond | Mutual Fund | Intermediate Core Bond | |
| SWANX | Schwab E Equity | Mutual Fund | Large Blend | |
| SWSCX | Schwab Small Cap Equity | Mutual Fund | Small Blend |
Schwab Balanced Risk Profiles
| Mean Deviation | 0.6362 | |||
| Semi Deviation | 0.9732 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 |
Schwab Balanced Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Balanced financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Balanced security.
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