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Schwab Balanced Fund

SWOBX•NASDAQ
Financial ServicesAsset Management
$16.58
$0.00(0.00%)

Schwab Balanced Fund (SWOBX) Stock Overview

Explore Schwab Balanced Fund’s financial performance, market position, analyst ratings, and future outlook.

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Company Profile

The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65% of its assets in equity securities (including stocks and equity funds) and 35-45% in fixed-income securities (including bonds and fixed-income funds), and cash or cash equivalents (including money market funds). For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.

Headquarters

San Francisco, CA 94105, MA

Founded

1996

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