Schwab Aggregate Bond Fund Quote

SWAGX Fund  USD 8.76  0.02  0.23%   

Performance

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Odds Of Distress

Less than 22

 
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Schwab Us is trading at 8.76 as of the 18th of January 2025; that is 0.23 percent increase since the beginning of the trading day. The fund's open price was 8.74. Schwab Us has about a 22 % 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. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. 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

  0.73SWBRX Schwab Target 2010PairCorr
  0.74SWCAX Schwab California TaxPairCorr
  0.68SWCGX Schwab MarkettrackPairCorr
  0.73SWANX Schwab E EquityPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationSchwab Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Schwab Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date19th of December 2022
Fiscal Year EndAugust
Schwab Aggregate Bond [SWAGX] is traded in USA and was established 18th of January 2025. 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 0.96% with the current yeild of 0.0%, while the total return for the last 3 years was -2.24%.
Check Schwab Us Probability Of Bankruptcy

Instrument Allocation

Schwab Us Top Holders

SWDRXSchwab Target 2030Mutual FundTarget-Date 2030
SWHRXSchwab Target 2025Mutual FundTarget-Date 2025
SWCGXSchwab Markettrack ServativeMutual FundAllocation--30% to 50% Equity
SWCRXSchwab Target 2020Mutual FundTarget-Date 2020
SWOBXSchwab Balanced FundMutual FundAllocation--50% to 70% Equity
SWJRXSchwab Monthly IncomeMutual FundAllocation--30% to 50% Equity
SWIRXSchwab Target 2035Mutual FundTarget-Date 2035
SWERXSchwab Target 2040Mutual FundTarget-Date 2040
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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