Schwab Balanced Fund
Schwab Balanced Fund
Your view on SWOBX
Overview
What the company does, where it operates, and who runs it.
About Schwab Balanced Fund
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- US
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.
Infographics
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Media
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Stock Data
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Fair Value
What FRC thinks the stock is worth vs. the current price.
Financial Ratios
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Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Comparables
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Institutional Ownership
Which funds and firms own the stock.
Insider Trading
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Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
News
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