Schwab Balanced Fund™ (SWOBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

18.77

-0.18 (-0.95%)

Oct 15, 2026, 8:10 AM 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 6.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.07%.

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% C	1.69%
FFTMX	Fidelity	Fidelity Advisor Asset Manager 50% M	1.12%
FSATX	Fidelity	Fidelity Advisor Asset Manager 60% M	1.20%
FFIMX	Fidelity	Fidelity Advisor Asset Manager 50% I	0.57%
FSNIX	Fidelity	Fidelity Advisor Asset Manager 60% I	0.67%

Name	Symbol	Weight
Schwab U.S. Aggregate Bond Index Fund	SWAGX	36.25%
Schwab Core Equity Fund™	SWANX	27.14%
Schwab Large Cap Growth Opportunities Fund	LGILX	14.86%
Schwab International Opportunities Fund	SWMIX	10.21%
Schwab Small-Cap Equity Fund™	SWSCX	8.68%
Schwab Government Money Ultra	SGUXX	2.37%
Ssc Government Mm Gvmxx	n/a	0.48%