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Overview of Schwab MarketTrack Growth Fund (SWHGX) (Revised)

Schwab MarketTrack Growth ( SWHGX ) a Zacks Ranked #1 (Strong Buy) seeks high capital growth with less volatility than an all-stock portfolio. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation includes bond, stock and cash investments. SWHGX invests mainly in other Schwab funds, including index funds, which seek to track the total returns of various market indices. SWHGX offers dividends and capital gains annually.

This Allocation Balanced fund, as of the last filing, allocates their fund in three major groups; Large Value, Foreign Stock, Intermediate Bond. Further, as of the last filing, SCHWAB S&P 500 FUND, SCHWAB TOTAL BOND MKT FD and SCHWAB SMALL CAP INDEX FUND were the top holdings for SWHGX.

The Schwab MarketTrack Growth fund, managed by Schwab Funds , carries an expense ratio of 0.64. Moreover, SWHGX requires a minimal initial investment of $100.

SWHGX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 9.62%, and 5 year 10.73%. To see how this fund performed compared in its category, please click here .

SWHGX's performance, as of the last filing, when compared to funds in its category was in the top 38% in 1 year, top 19% over the past 3 years, and in the 16% over the past 5 years.

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(We are reissuing this article to correct a mistake. The original article, issued yesterday, should no longer be relied upon.)

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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