Schwab MarketTrack Portfolios
Charles Schwab & Co., Inc.
 
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A fast, easy way to a diversified portfolio of index funds


Give your portfolio a good, diversified base. Schwab MarketTrack Portfolios® offers four index fund portfolios, each with a different mix of investments to match your risk tolerance and goals—in one cost-effective mutual fund.

  • Choose from four distinct portfolios. Select one that’s right for you based on its risk/return characteristics.
  • Get the power of indexing plus asset allocation. Indexing offers the potential to keep pace with market performance. And asset allocation helps you reduce risk.
  • Take advantage of low investment minimums. Invest for as little as $100 for any account type, and pay no loads or transaction fees.

     
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Click to compare Schwab MarketTrack Portfolios.
 
Schwab MarketTrack All Equity Portfolio
Schwab MarketTrack Growth Portfolio
Schwab MarketTrack Balanced Portfolio
Schwab MarketTrack Conservative Portfolio
     
  Schwab MarketTrack All Equity Portfolio  
 
SWEGX     Trade
 
  Schwab MarketTrack All Equity Portfolio Pie Chart  
 
 
  • Seeks high capital growth
  • Invests completely in large-cap, small-cap and international stocks
  • Combines the potential for reduced volatility with the long-term performance potential of stocks
 
 
 
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Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Trades in MarketTrack shares are available without transaction fees when placed through schwab.com or our automated channels. For each trade order placed through a broker, a $25 service charge applies. A 2% contingent redemption fee applies for shares exchanged or sold within 30 days of purchase. This fee is paid directly to the portfolio. Schwab and its affiliates also receive fees from the Schwab Affiliate Funds for investment advisory, administrative and transfer agency services, as well as shareholder and other fund services. The aggregate fees Schwab or its affiliates receive from Schwab Affiliate Funds (see fund prospectuses for more details) are greater than the remuneration.
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Get started today.
All you need is a Schwab account and $100 for all account types.

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Call 877-310-7739 for details.
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