Schwab MarketTrack Portfolios®
The Schwab MarketTrack Portfolios® combine Fundamental Index1 and market-cap index strategies, each with a different mix of diverse investments allowing you to choose a portfolio that best matches your risk tolerance and goals.
Why two types of index strategies?
- Why two types of index strategies?
Four portfolios offer a choice of asset allocations with varying levels of potential risk. Simply choose the portfolio that best suits your risk tolerance.
- Combines Fundamental Index1 and Market-cap strategies plus asset allocation in a single portfolio
- Offers diversification across major segments of the U.S. stock market, plus international exposure
- Automatic rebalancing helps keep your portfolio aligned with your target risk level
Compare Schwab MarketTrack Portfolios®
Schwab MarketTrack All Equity Portfolio™
- Seeks high capital growth through an all-stock portfolio
- Invests in U.S., international, and emerging market strategies through underlying mutual funds
- Designed for investors with longer time horizons and more tolerance for risk
Schwab MarketTrack Growth Portfolio™
- Seeks high capital growth with less volatility than an all-stock portfolio
- Invests 80% in U.S., international, and emerging market strategies through underlying mutual funds
- Designed to cushion volatility with investment in 20% fixed income and cash and cash equivalents
Schwab MarketTrack Balanced Portfolio™
- Seeks both capital growth and income
- Invests 60% in equity and 40% with fixed income strategies through underlying mutual funds
- Designed for medium-term investors or those who want lower volatility
Schwab MarketTrack Conservative Portfolio™
- Seeks income and more growth potential than an all-bond portfolio
- Least volatile of the Schwab MarketTrack Portfolios
- Designed for investors with shorter time horizons and less tolerance for risk
* Allocations may not add to 100% due to rounding
Schwab MarketTrack Portfolios® Basic Information:
|Portfolio Name||Symbol||Minimum Initial Investment||Net Expense Ratio*|
|Schwab MarketTrack All Equity Portfolio™||SWEGX||$0||0.53%|
|Schwab MarketTrack Growth Portfolio™||SWHGX||$0||0.51%|
|Schwab MarketTrack Balanced Portfolio™||SWBGX||$0||0.49%|
|Schwab MarketTrack Conservative Portfolio™||SWCGX||$0||0.50%|
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