Schwab Balanced Fund™ (SWOBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

19.01

-0.14 (-0.73%)

Aug 19, 2026, 8:10 AM EST

5.73% (1Y)

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 11.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.16%.

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

Symbol	Provider	Name	Expense Ratio
FSCNX	Fidelity	Fidelity Advisor Asset Manager 60% - Class C	1.67%
FFTMX	Fidelity	Fidelity Advisor Asset Manager 50% - Class M	1.07%
FFIMX	Fidelity	Fidelity Advisor Asset Manager 50% I	0.57%
FSNIX	Fidelity	Fidelity Advisor Asset Manager 60% I	0.67%
FASMX	Fidelity	Fidelity Asset Manager 50%	0.53%

Name	Symbol	Weight
Schwab U.S. Aggregate Bond Index Fund	SWAGX	36.64%
Schwab Core Equity Fund™	SWANX	26.10%
Schwab Large Cap Growth Opportunities Fund	LGILX	14.98%
Schwab International Opportunities Fund	SWMIX	10.04%
Schwab Small-Cap Equity Fund™	SWSCX	9.12%
Schwab Government Money Ultra	SGUXX	2.34%
Ssc Government Mm Gvmxx	n/a	0.79%