SWHGX Mutual Fund (Schwab MarketTrack Growth Portfolio) is managed by Charles Schwab Asset Management with $1.12B in net assets. SWHGX expense ratio is 0.50%, holding 13 positions across sectors including Unknown, Real Estate, Other. Inception date: 1995-11-20.

SWHGX performance shows a YTD return of 9.08%. The 1-year return is 27.69% and the 5-year return is 10.14%. SWHGX dividend yield stands at 8.75%, paid annually.

SWHGX top holdings include Schwab S&p 500 Index Fund (21.4%), Schwab U.s. Aggregate Bond Index Fund (14.9%), Schwab Fundamental US Large Company Index Fund (12.1%), Schwab International Index Fund (12.0%), Schwab US Large Cap Growth Ind Schwab US Lrg Cap Grw Indx (11.0%). View all SWHGX holdings, sector breakdown, or dividend history.

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