Schwab Markettrack Mutual Fund Money Managers

SWBGX Fund  USD 20.86  0.07  0.34%   
Break down of Schwab Markettrack's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Schwab Markettrack's future under-performance.
  
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Symbol  SWBGX
Name  Schwab Markettrack Balanced
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Schwab Markettrack Balanced Leadership is currently not available.

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Schwab Markettrack Net Asset Comparison

Schwab Markettrack Balanced is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 10.73 Billion. Schwab Markettrack holds roughly 557.82 Million in net asset claiming about 5% of funds in Allocation--50% to 70% Equity category.

Schwab Markettrack Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Schwab Markettrack Price Series Summation is a cross summation of Schwab Markettrack price series and its benchmark/peer.

About Schwab Markettrack Management Performance

The success or failure of an entity such as Schwab Markettrack often depends on how effective the management is. Schwab Markettrack management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Schwab management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Schwab management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
To pursue its goal, the fund maintains a defined asset allocation. The funds target allocation includes bond, stock and cash investments. Its allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the funds volatility. The fund seeks to remain close to the target allocations of approximately 60 percent equity, 36 percent fixed income and 4 percent cash and cash equivalents .
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Schwab Mutual Fund

Schwab Markettrack 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 Markettrack security.
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