- What does SWEGX invest in?
- The Fund seeks high capital growth over the long term through an all-stock portfolio. To pursue this goal, the Fund maintains a defined asset allocation. The Fund's target allocation is 100% in stock investments, with 45% in large-cap, 30% in international and 25% in small-cap stocks.
- What is the expense ratio of SWEGX?
- Schwab MarketTrack All Equity (SWEGX) charges an expense ratio of 0.51%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SWEGX?
- Schwab MarketTrack All Equity (SWEGX) manages $1.21B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SWEGX actively managed or an index fund?
- SWEGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SWEGX launched?
- Schwab MarketTrack All Equity (SWEGX) launched in May 1998 and is managed by Schwab.
- How has SWEGX performed?
- SWEGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
