Schwab Balanced Fund™ (SWOBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

18.78

+0.15 (0.81%)

Nov 4, 2026, 4:00 PM EST

About SWOBX

The core mission of this fund is to foster capital appreciation while also providing income.

Fund Family Schwab

Category Allocation--50% to 70% Equity

Performance Rating Average

Risk Rating Average

Stock Exchange Nasdaq

Ticker Symbol SWOBX

Index S&P 500 TR

SWOBX had a total return of 4.33% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.03%.

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

Symbol	Provider	Name	Expense Ratio
FASMX	Fidelity	Fidelity Asset Manager 50%	0.55%
FFAMX	Fidelity	Fidelity Advisor Asset Manager 50% A	0.79%
FFCMX	Fidelity	Fidelity Advisor Asset Manager 50% C	1.63%
FFIMX	Fidelity	Fidelity Advisor Asset Manager 50% I	0.56%
FFTMX	Fidelity	Fidelity Advisor Asset Manager 50% M	1.12%

Name	Symbol	Weight
Schwab U.S. Aggregate Bond Index Fund	SWAGX	36.52%
Schwab Core Equity Fund™	SWANX	26.98%
Schwab Large Cap Growth Opportunities Fund	LGILX	15.10%
Schwab International Opportunities Fund	SWMIX	9.97%
Schwab Small-Cap Equity Fund™	SWSCX	8.52%
Schwab Government Money Ultra	SGUXX	2.42%
Ssc Government Mm Gvmxx	n/a	0.49%