Schwab Aggregate Bond Fund Quote

SWAGX Fund  USD 8.92  0.08  0.90%   

Performance

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Odds Of Distress

Less than 21

 
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Schwab Us is trading at 8.92 as of the 26th of November 2024; that is 0.90 percent increase since the beginning of the trading day. The fund's open price was 8.84. Schwab Us has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Schwab Aggregate Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States. More on Schwab Aggregate Bond

Moving together with Schwab Mutual Fund

  0.72SWCAX Schwab California TaxPairCorr

Moving against Schwab Mutual Fund

  0.76LGILX Laudus Large CapPairCorr
  0.76SWLGX Schwab Large CapPairCorr
  0.73SWMCX Schwab Mid CapPairCorr
  0.73SWLSX Schwab Large CapPairCorr
  0.71SWANX Schwab E EquityPairCorr
  0.69SWLVX Schwab Large CapPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Schwab Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date19th of December 2022
Fiscal Year EndAugust
Schwab Aggregate Bond [SWAGX] is traded in USA and was established 26th of November 2024. Schwab Us is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Schwab Funds family. This fund at this time has accumulated 4.39 B in assets with no minimum investment requirementsSchwab Aggregate Bond is currently producing year-to-date (YTD) return of 1.66% with the current yeild of 0.0%, while the total return for the last 3 years was -2.2%.
Check Schwab Us Probability Of Bankruptcy

Instrument Allocation

Schwab Us Top Holders

SWCGXSchwab Markettrack ServativeMutual FundAllocation--30% to 50% Equity
SWOBXSchwab Balanced FundMutual FundAllocation--50% to 70% Equity
SWJRXSchwab Monthly IncomeMutual FundAllocation--30% to 50% Equity
SWBGXSchwab Markettrack BalancedMutual FundAllocation--50% to 70% Equity
SWKRXSchwab Monthly IncomeMutual FundAllocation--30% to 50% Equity
SWBRXSchwab Target 2010Mutual FundTarget-Date 2000-2010
SWHGXSchwab Markettrack GrowthMutual FundAllocation--70% to 85% Equity
SWGRXSchwab Target 2015Mutual FundTarget-Date 2015
More Details

Schwab Aggregate Bond Risk Profiles

Schwab Us Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Us 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 Us security.
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