Address And Details
|101 Montgomery St , San Francisco, CA 94104|
|Fund Manager||Zifan Tang|
|Manager Tenure||9 Years 11 Months|
Strategy And Objective
The fund seeks to provide capital appreciation and income consistent with its current asset allocation.The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds and Laudus Funds.The fund may also invest in unaffiliated third party mutual funds (referred to herein as unaffiliated funds and, together with Schwab Funds and Laudus Funds, the underlying funds).
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||1.18 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 12/31/2021||Average Annual Current Performance Quarterly As Of 12/31/2021||Avg Annual Current Performance Monthly As Of 12/31/2021||Avg Annual Current Performance Quarterly As Of 12/31/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|SWANX||SCHWAB CORE EQUITY FUND||8.32%|
|SICNX||SCHWAB INTL CORE EQUITY FUND||7.88%|
|SCHZ||SCHWAB US AGGREGATE BOND||6.43%|
|DODGX||DODGE & COX STOCK FUND||5.79%|
|LGILX||LAUDUS GR INV US LARGE CAP GR||4.74%|
|SWSCX||SCHWAB SMALL-CAP EQUITY FD||4.28%|
|SWASX||SCHWAB GLOBAL REAL EST FUND||4.24%|
|LSIIX||LOOMIS SAYLES INV GRADE BD FD||4.15%|
|SBLGX||CLEARBRIDGE LARGE CAP GROWTH||3.45%|
|GERAX||GOLDMAN SACHS EMER MARK EQ IN||3.16%|
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