SWEGX Rating, Research - Schwab Markettrack All Equity Investor

Schwab Markettrack All Equity Investor (swegx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the swegx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Schwab Markettrack All Equity Investor (SWEGX) Description: SWEGX is a mutual fund, which is an investment that owns a basket of assets. The SWEGX mutual fund was provided by Schwab and this investment vehicle derives the majority of its value from equity holdings (stocks). Schwabs mutual fund has a short management tenure and is in the average fund size classification. SWEGXs minimum initial investment amount is $100 while the IRA minimum is $100. SWEGXs expense ratio is roughly 1%. The latest SWEGXs front end load was 0% and the back end load was 0%. The Schwab Markettrack All Equity Investor (SWEGX) mutual fund falls under the large-cap mixed category. SWEGX focuses its investments in USA and SWEGX is not affiliated with a particular industry or fund sector. The Schwab Markettrack All Equity Investor (SWEGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWEGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWEGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return, consisting of long-term capital appreciation and current income. The fund normally invests at least 80% of net assets in common stocks (see stock research). It invests at least 80% of net assets in equity securities (see equity research) of U.S. companies that have large market capitalizations (generally over $2 billion) that have the potential for long-term growth and current income. The fund may invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments. It may also invest up to 20% of its net assets in foreign securities.


Management Analysis Update

Schwab Markettrack All Equity Investor's management team has a long history of working together. This helps ensure consistent future returns.


Performance Analysis Update