Schwab Markettrack is trading at 28.55 as of the 28th of November 2024; that is 1.06 percent up since the beginning of the trading day. The fund's open price was 28.25. Schwab Markettrack has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Schwab Markettrack Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
To pursue its goal, the fund maintains a defined asset allocation. The funds target allocation includes stock, bond and cash investments. Its allocation focuses on stock investments, while including some bonds and cash investments in seeking to reduce the funds volatility. More on Schwab Markettrack Growth
Schwab Markettrack Growth [SWHGX] is traded in USA and was established 28th of November 2024. Schwab Markettrack is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Schwab Funds family. This fund at this time has accumulated 878.34 M in assets with no minimum investment requirementsSchwab Markettrack Growth is currently producing year-to-date (YTD) return of 14.44% with the current yeild of 0.02%, while the total return for the last 3 years was 4.91%.
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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 Growth 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 Growth Mutual Fund Constituents
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.