Schwab Balanced Fund Quote
| SWOBX Fund | USD 15.79 0.09 0.57% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Schwab Balanced is trading at 15.79 as of the 29th of April 2024; that is -0.57 percent down since the beginning of the trading day. The fund's open price was 15.88. Schwab Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Schwab Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of March 2024 and ending today, the 29th of April 2024. Click here to learn more.
The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65 percent of its assets in equity securities and 35-45 percent in fixed-income securities , and cash or cash equivalents . More on Schwab Balanced Fund
Moving together with Schwab Mutual Fund
| 0.93 | LGILX | Laudus Large Cap | PairCorr |
| 0.95 | SWBRX | Schwab Target 2010 | PairCorr |
| 0.93 | SWCGX | Schwab Markettrack | PairCorr |
| 0.91 | SWANX | Schwab E Equity | PairCorr |
| 0.62 | SWASX | Schwab Global Real | PairCorr |
Schwab Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Schwab Balanced's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab Balanced or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Schwab Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Schwab Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Balanced Fund [SWOBX] is traded in USA and was established 29th of April 2024. Schwab Balanced is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Schwab Funds family. This fund at this time has accumulated 639.03 M in assets with no minimum investment requirementsSchwab Balanced is currently producing year-to-date (YTD) return of 0.84% with the current yeild of 0.02%, while the total return for the last 3 years was 1.43%.
Check Schwab Balanced 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 Balanced Fund 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 Balanced Fund Mutual Fund Constituents
| LGILX | Laudus Large Cap | Mutual Fund | Large Growth |
| SWAGX | Schwab Aggregate Bond | Mutual Fund | Intermediate Core Bond |
| SWANX | Schwab E Equity | Mutual Fund | Large Blend |
| SWSCX | Schwab Small Cap Equity | Mutual Fund | Small Blend |
Schwab Balanced Target Price Odds Analysis
Based on a normal probability distribution, the odds of Schwab Balanced jumping above the current price in 90 days from now is about 84.13%. The Schwab Balanced Fund probability density function shows the probability of Schwab Balanced mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Schwab Balanced has a beta of 0.6704. This usually implies as returns on the market go up, Schwab Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Schwab Balanced Fund will be expected to be much smaller as well. Additionally, schwab Balanced Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Schwab Balanced to move above the current price in 90 days from now is about 84.13 (This Schwab Balanced Fund probability density function shows the probability of Schwab Mutual Fund to fall within a particular range of prices over 90 days) .
Schwab Balanced Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab Balanced market risk premium is the additional return an investor will receive from holding Schwab Balanced long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Balanced. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Schwab Balanced's alpha and beta are two of the key measurements used to evaluate Schwab Balanced's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3963 | |||
| Semi Deviation | 0.5112 | |||
| Standard Deviation | 0.5606 | |||
| Variance | 0.3143 |
Schwab Balanced Against Markets
Picking the right benchmark for Schwab Balanced mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Schwab Balanced mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Schwab Balanced is critical whether you are bullish or bearish towards Schwab Balanced Fund at a given time. Please also check how Schwab Balanced's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Schwab Balanced without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Performance Analysis Now
Performance AnalysisCheck effects of mean-variance optimization against your current asset allocation |
| All Next | Launch Module |
How to buy Schwab Mutual Fund?
Before investing in Schwab Balanced, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Schwab Balanced. To buy Schwab Balanced fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Schwab Balanced. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Schwab Balanced fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Schwab Balanced Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Schwab Balanced Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Schwab Balanced Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Schwab Balanced Fund?
The danger of trading Schwab Balanced Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Schwab Balanced is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Schwab Balanced. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab Balanced is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Balanced Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the Schwab Balanced information on this page should be used as a complementary analysis to other Schwab Balanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.