Schwab Markettrack All Fund Quote
| SWEGX Fund | USD 25.78 0.01 0.04% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Schwab Markettrack is trading at 25.78 as of the 1st of December 2024; that is 0.04 percent down since the beginning of the trading day. The fund's open price was 25.79. Schwab Markettrack has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Schwab Markettrack All are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
To pursue its goal, the fund maintains a defined asset allocation. The funds target allocation is 100 percent in stock investments, with certain percentages for different segments of the stock market. It is the funds policy that, under normal circumstances, it will invest at least 80 percent of its net assets in stock investments typically the actual percentage is considerably higher.. More on Schwab Markettrack All
Moving together with Schwab Mutual Fund
Moving against Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Schwab Funds, Large Blend, Allocation--85%+ Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Markettrack All [SWEGX] is traded in USA and was established 1st of December 2024. Schwab Markettrack is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Schwab Funds family. This fund at this time has accumulated 796.13 M in assets with no minimum investment requirementsSchwab Markettrack All is currently producing year-to-date (YTD) return of 17.76% with the current yeild of 0.02%, while the total return for the last 3 years was 6.3%.
Check Schwab Markettrack Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Markettrack All Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Markettrack All Mutual Fund Constituents
| SCHH | Schwab REIT ETF | Etf | Real Estate | |
| SFENX | Schwab Fundamental Emerging | Mutual Fund | Diversified Emerging Mkts | |
| SFILX | Schwab Fundamental International | Mutual Fund | Foreign Small/Mid Value | |
| SFLNX | Schwab Fundamental Large | Mutual Fund | Large Value | |
| SFNNX | Schwab Fundamental International | Mutual Fund | Foreign Large Value | |
| SFSNX | Schwab Fundamental Small | Mutual Fund | Small Blend | |
| SWISX | Schwab International Index | Mutual Fund | Foreign Large Blend | |
| SWLGX | Schwab Large Cap Growth | Mutual Fund | Large Growth |
Schwab Markettrack All Risk Profiles
| Mean Deviation | 0.4733 | |||
| Semi Deviation | 0.4432 | |||
| Standard Deviation | 0.6363 | |||
| Variance | 0.4049 |
Schwab Markettrack Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Markettrack financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Markettrack security.
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |