Previous close | 19.20 |
YTD return | 0.59% |
Expense ratio (net) | 0.48% |
Category | Allocation--50% to 70% Equity |
Last cap gain | 22.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 562.45M |
Beta (5Y monthly) | 0.99 |
Yield | 2.20% |
5y average return | N/A |
Holdings turnover | 11.00% |
Last dividend | 0.42 |
Average for category | N/A |
Inception date | 20 Nov 1995 |
Invest in Schwab mutual funds such as SWHGX, SWEGX and SWBGX for the potential to achieve higher returns on your investments.