Schwab Balanced FundSWOBX
Type
Mutual fund
Peer group
Allocation
Net assets
$758.0M
Expense ratio
0.51%
1-year return
+18.6%
3 years, a year
+12.8%
5 years, a year
+6.3%
Holdings
7
What it aims to do.
The fund seeks capital growth and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 34.88% |
| Schwab Core Equity Fund | 26.98% |
| Schwab Select Large Cap Growth Fund | 15.29% |
| Schwab International Opportunities Fund | 10.36% |
| Schwab Small-Cap Equity Fund | 9.63% |
| Schwab Government Money Fund | 2.35% |
| State Street Institutional US Government Money Market Fund | 0.39% |
More on SWOBX.
- SWOBX overview
- SWOBX holdings
- SWOBX risk
- SWOBX costs
- SWOBX money in and out
- SWOBX share classes
- Compare SWOBX 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.