Schwab MarketTrack All Equity Portfolio™ (SWEGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

29.04

+0.59 (2.07%)

Jun 12, 2026, 8:10 AM EST

16.91% (1Y)

About SWEGX

This investment aims for substantial capital appreciation by allocating its entire portfolio to stocks.

Fund Family Schwab

Category Multi-Cap Core

Performance Rating Above Average

Risk Rating High

Stock Exchange NASDAQ

Ticker Symbol SWEGX

Index S&P 500 TR

SWEGX had a total return of 25.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.43%.

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FIQCX	Fidelity	Fidelity Advisor Asset Manager 85% - Class Z	0.56%
FBRNX	Fidelity	Fidelity Advisor Stock Selector Fund - Class I	0.54%
FSSKX	Fidelity	Fidelity Stock Selector Fund - Class K	0.42%
FSJHX	Fidelity	Fidelity Advisor Stock Selector Fund - Class M	1.04%
FEYAX	Fidelity	Fidelity Advisor Asset Manager 85% - Class A	0.92%

96.92% of assets

Name	Symbol	Weight
Schwab S&P 500 Index Fund	SWPPX	24.00%
Schwab International Index Fund	SWISX	16.08%
Schwab Fundamental U.S. Large Company Index Fund	SFLNX	13.52%
Schwab U.S. Large-Cap Growth Index Fund	SWLGX	12.43%
Schwab Fundamental International Equity Index Fund	SFNNX	7.10%
Schwab Small Cap Index Fund	SWSSX	5.42%
Schwab U.S. REIT ETF	SCHH	5.01%
Schwab Fundamental Emerging Markets Equity Index Fund	SFENX	4.99%
Schwab Fundamental International Small Equity Index Fund	SFILX	4.95%
Schwab Fundamental U.S. Small Company Index Fund	SFSNX	3.43%