Schwab Markettrack Growth Investor (swhgx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
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.
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.