SWEGX Mutual Fund (Schwab MarketTrack All Equity Portfolio) is managed by Charles Schwab Asset Management with $1.20B in net assets. SWEGX expense ratio is 0.50%, holding 11 positions across sectors including Unknown, Real Estate, Financials. Inception date: 1998-05-20.

SWEGX performance shows a YTD return of 11.10%. The 1-year return is 30.18% and the 5-year return is 11.72%. SWEGX dividend yield stands at 6.54%, paid annually.

SWEGX top holdings include Schwab S&p 500 Index Fund (24.3%), Schwab International Index Fund (15.7%), Schwab Fundamental US Large Company Index Fund (13.4%), Schwab US Large Cap Growth Ind Schwab US Lrg Cap Grw Indx (12.7%), Schwab Fundamental International Large Company Index Fund (6.9%). View all SWEGX holdings, sector breakdown, or dividend history.

SWEGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWEGX alternatives are available via the screener, along with tax-loss harvesting opportunities.