Previous close | 25.70 |
YTD return | 1.69% |
Expense ratio (net) | 0.50% |
Category | Allocation--70% to 85% Equity |
Last cap gain | 35.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Average |
Sustainability rating |
Net assets | 897.48M |
Beta (5Y monthly) | 1.16 |
Yield | 1.95% |
5y average return | N/A |
Holdings turnover | 10.00% |
Last dividend | 0.50 |
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.