Schwab MarketTrack Conservative PortfolioSWCGX
Type
Mutual fund
Peer group
Allocation
Net assets
$208.5M
Expense ratio
0.49%
1-year return
+14.1%
3 years, a year
+9.4%
5 years, a year
+4.3%
Holdings
14
What it aims to do.
The fund seeks income and more growth potential than an all-bond portfolio.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 46.14% |
| Schwab S&P 500 Index Fund | 11.58% |
| Schwab Fundamental US Large Company Index Fund | 6.25% |
| Schwab International Index Fund | 6.22% |
| Schwab Short-Term Bond Index Fund | 6.07% |
| Schwab U.S. Large-Cap Growth Index Fund | 5.48% |
| Schwab Government Money Fund | 3.42% |
| Schwab Small-Cap Index Fund | 3.04% |
| Schwab Fundamental International Large Company Index Fund | 2.72% |
| Schwab U.S. REIT ETF | 2.09% |
More on SWCGX.
- SWCGX overview
- SWCGX holdings
- SWCGX risk
- SWCGX costs
- SWCGX money in and out
- SWCGX share classes
- Compare SWCGX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.