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?

Choose the portfolio that best matches your risk level.

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™

    SWEGX

    • 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
    Trade
    SWEGX

  • Schwab MarketTrack Growth Portfolio™

    SWHGX

    • 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
    Trade
    SWHGX

  • Schwab MarketTrack Balanced Portfolio™

    SWBGX

    • 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
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    SWBGX

  • Schwab MarketTrack Conservative Portfolio™

    SWCGX

    • 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
    Trade
    SWCGX

* Allocations may not add to 100% due to rounding

Schwab MarketTrack Portfolios® Basic Information:

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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