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Schwab Balanced Fund™ (SWOBX)

US Funds

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18.21 +0.04 +0.22%

05/09 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 711.52M

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SWOBX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Balanced (SWOBX) fund. Our Schwab Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	4.16	4.16
Shares	59.73	59.73
Bonds	36.10	36.10

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.17	19.16
Price to Book	3.83	3.30
Price to Sales	2.49	2.28
Price to Cash Flow	13.52	12.47
Dividend Yield	1.52	1.92
5 Years Earnings Growth	10.57	10.73

Sector Allocation

Name	Net %	Category Average
Technology	33.51	24.66
Healthcare	12.21	12.36
Financial Services	11.85	15.71
Consumer Cyclical	10.12	10.04
Communication Services	9.61	7.61
Industrials	9.09	10.29
Consumer Defensive	4.88	6.00
Energy	3.64	4.87
Basic Materials	2.14	3.14
Utilities	1.67	3.25
Real Estate	1.29	3.34

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 7

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	36.46	-	-
Schwab Core Equity	-	26.85	-	-
Schwab Select Large Cap Growth	-	15.31	-	-
Schwab International Opportunities	-	9.72	-	-
Schwab Small-Cap Equity	-	8.75	-	-

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	123.81B	8.57	17.07	13.56
Schwab Total Stock Market Index	30.33B	8.07	16.41	12.88
Schwab 1000 Index	19.64B	8.48	16.88	13.20
Schwab International Index	11.99B	17.47	13.16	6.18
Schwab Fundamental US Large Company	10.23B	5.35	12.95	11.87

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