SWCGX Mutual Fund (Schwab MarketTrack Conservative Portfolio) is managed by Charles Schwab Asset Management with $211.8M in net assets. SWCGX expense ratio is 0.50%, holding 14 positions across sectors including Unknown, Other, Real Estate. Inception date: 1995-11-20.

SWCGX performance shows a YTD return of 4.91%. The 1-year return is 15.34% and the 5-year return is 5.03%. SWCGX dividend yield stands at 5.93%, paid quarterly.

SWCGX top holdings include Schwab U.s. Aggregate Bond Index Fund (46.1%), Schwab S&p 500 Index Fund (11.6%), Schwab Fundamental US Large Company Index Fund (6.3%), Schwab International Index Fund (6.2%), Schwab Short-term Bond Index Fund (6.1%). View all SWCGX holdings, sector breakdown, or dividend history.

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