SWHGX Rating, Research - Schwab Markettrack Growth Investor

Schwab Markettrack Growth Investor (swhgx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

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


SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term appreciation of shareholders?? capital. The fund invests primarily in equity securities (see equity research) of U.S. companies. It typically invests in medium- and large-capitalization companies, but may also invest in small-capitalization companies. The fund may invest up to 20% of net assets in the securities of foreign issuers.

Management Analysis Update

Performance Analysis Update