Previous close | 23.39 |
YTD return | 3.56% |
Expense ratio (net) | 0.51% |
Category | Allocation--85%+ Equity |
Last cap gain | 38.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 857.05M |
Beta (5Y monthly) | 1.35 |
Yield | 1.75% |
5y average return | N/A |
Holdings turnover | 10.00% |
Last dividend | 0.40 |
Average for category | N/A |
Inception date | 20 May 1998 |
Below, we share with you three top-ranked balanced mutual funds. Each has a Zacks Mutual Fund Rank #1 (Strong Buy).
Invest in Schwab mutual funds such as SWHGX, SWEGX and SWBGX for the potential to achieve higher returns on your investments.