Schwab Monthly Income Fund Quote
| SWJRX Fund | USD 10.27 0.03 0.29% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Schwab Monthly is trading at 10.27 as of the 1st of December 2024; that is 0.29 percent up since the beginning of the trading day. The fund's open price was 10.24. Schwab Monthly has about a 22 % 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 Monthly Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a combination of Schwab Funds and Schwab ETFs in accordance with its target asset allocation. Its target asset allocation is not fixed, and the fund has the flexibility to move within the following asset allocation ranges at the discretion of the investment adviser 30-70 percent equity 30-70 percent fixed income and 0-12 percent cash and cash equivalents. More on Schwab Monthly Income
Moving together with Schwab Mutual Fund
| 0.72 | SWBRX | Schwab Target 2010 | PairCorr |
| 0.7 | SWCAX | Schwab California Tax | PairCorr |
| 0.83 | SWCGX | Schwab Markettrack | PairCorr |
| 0.84 | SWAGX | Schwab Aggregate Bond | PairCorr |
Moving against Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Schwab Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Schwab Monthly Income [SWJRX] is traded in USA and was established 1st of December 2024. Schwab Monthly is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Schwab Funds family. This fund at this time has accumulated 37.66 M in assets with no minimum investment requirementsSchwab Monthly Income is currently producing year-to-date (YTD) return of 7.46% with the current yeild of 0.05%, while the total return for the last 3 years was 1.1%.
Check Schwab Monthly 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 Monthly Income 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 Monthly Income Mutual Fund Constituents
| SWAGX | Schwab Aggregate Bond | Mutual Fund | Intermediate Core Bond | |
| SWASX | Schwab Global Real | Mutual Fund | Global Real Estate | |
| SWDSX | Schwab Dividend Equity | Mutual Fund | Large Value | |
| SWMIX | Laudus International Marketmasters | Mutual Fund | Foreign Large Growth |
Schwab Monthly Income Risk Profiles
| Mean Deviation | 0.2736 | |||
| Semi Deviation | 0.3184 | |||
| Standard Deviation | 0.3522 | |||
| Variance | 0.124 |
Schwab Monthly Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Monthly 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 Monthly security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |