Schwab Balanced Fund (SWOBX) Research
The core mission of this fund is to foster capital appreciation while also providing income.
Market snapshot
- Symbol
- SWOBX
- Price
- $18.84
- Day change
- +0.91%
- Market cap
- $771.8M
- 52-week range
- 17.03-19
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brown Capital Management Small Company Fund (BCSIX)
- Congress Mid Cap Growth Fund (CMIDX)
- DoubleLine Yield Opportunities Fund (DLY)
- Invesco Energy Fund (IENAX)
- CBRE Global Real Estate Income Fund (IGR)
- Red Oak Technology Select Fund (ROGSX)
- Columbia Seligman Premium Technology Growth Fund (STK)
- ProFunds UltraNASDAQ-100 Fund (UOPSX)
Open Schwab Balanced Fund (SWOBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.