|101 Montgomery St , San Francisco, CA 94104|
|Fund Manager||Zifan Tang|
|Manager Tenure||9 Years 7 Months|
The fund seeks high capital growth with less volatility than an all-stock portfolio. To pursue its goal, the fund maintains a defined asset allocation. The fund s target allocation includes stock, bond and cash investments. The fund s allocation focuses on stock investments, while including some bonds and cash investments in seeking to reduce the fund s volatility. The fund seeks to remain close to the target allocations of an approximately 80% equity, 16% fixed income and 4% cash and cash equivalents (including money market funds).
|Asset Type||% Of Allocation|
|Total Net Assets||929.00 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|SWISX||SCHWAB INTL INDEX FUND||9.29%|
|SWSSX||SCHWAB SMALL CAP INDEX FUND||8.64%|
|SCHH||SCHWAB US REIT ETF||4.07%|
|SFNNX||~SCHWAB FUNDMTL INTL LG CO ID||3.99%|
|SFSNX||SCHWAB FUNDA US SM CO IDX FD||3.82%|
|SFENX||SCHWAB FUND EMERG MARK LARGE||3.40%|
|SFILX||SCHWAB FUNDMTL INT SMALL COMP||3.39%|
|SWLGX||SCHWAB US LARGE CAP GR INDEX||3.35%|
|SWPPX||SCHWAB S&P 500 FUND||28.05%|
|SCHZ||SCHWAB US AGGREGATE BOND||15.88%|
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