SWOBX Mutual Fund (Schwab Balanced Fund) is managed by Charles Schwab Asset Management with $747.4M in net assets. SWOBX expense ratio is 0.51%, holding 7 positions across sectors including Unknown, Other, Financials. Inception date: 1996-11-18.

SWOBX performance shows a YTD return of 5.25%. The 1-year return is 16.73% and the 5-year return is 6.18%. SWOBX dividend yield stands at 5.19%, paid annually.

SWOBX top holdings include Schwab U.s. Aggregate Bond Index Fund (36.4%), Schwab Core Equity Fund (26.4%), Laudus U.s. Large Cap Growth Fund (14.6%), Laudus International Marketmasters Fund (10.4%), Schwab Small-cap Equity Fund (8.9%). View all SWOBX holdings, sector breakdown, or dividend history.

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