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- Schwab Portfolios
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- Schwab MarketTrack Portfolios
Schwab MarketTrack Portfolios®
A fast, easy way to a diversified portfolio of index funds
Give your portfolio a good, diversified base. Schwab MarketTrack Portfolios® offer four index fund portfolios, each with a different mix of investments to match your risk tolerance and goals — in one cost-effective mutual fund.
Schwab MarketTrack Portfolio Highlights
- Choose from four distinct portfolios. Select one that's right for you based on its risk/return characteristics.
- Get the power of indexing plus asset allocation. Indexing offers the potential to keep pace with market performance. And asset allocation helps you reduce risk.
- Take advantage of low investment minimums. Invest for as little as $100 for any account type, and pay no loads or transaction fees.
For more information on each of the Schwab MarketTrack Portfolios®, see the tabs below.
Click on the fund symbol for quarterly standardized returns and detailed fund expenses. Performance quoted is past performance and is no guarantee of future results. Current performance may be higher or lower. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
Portfolio Overview
Schwab MarketTrack All Equity Portfolio™ SWEGX | Schwab Mutual Fund OneSource Select List® |
 Prospectus |  Mutual FundReport Card |
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- SWEGXFund
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- Index
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Goal and Strategy
The Schwab MarketTrack All Equity Portfolio seeks high capital growth through an all-stock portfolio. The portfolio provides investors with exposure to a broad mix of stock investments in one portfolio, and seeks to remain close to the target allocations of 45% U.S. large-cap, 30% international, and 25% U.S. small-cap stocks. The portfolio managers monitor the portfolio's holdings and cash flow and manage them as needed in order to maintain the portfolio's target allocation.Target Asset Allocation
| 45% |
| 25% |
| 30% |
Fund Characteristics
- Seeks high capital growth
- Invests completely in large-cap, small-cap and international stocks
- Combines the potential for reduced volatility with the long-term performance potential of stocks
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 1-800-435-4000. Please read the prospectus carefully before investing.
Trades in MarketTrack shares are available without transaction fees when placed through schwab.com or our automated channels. For each trade order placed through a broker, a $25 service charge applies. A 2% contingent redemption fee applies for shares exchanged or sold within 30 days of purchase. This fee is paid directly to the portfolio. Schwab and its affiliates also receive fees from the Schwab Affiliate Funds for investment advisory, administrative and transfer agency services, as well as shareholder and other fund services. The aggregate fees Schwab or its affiliates receive from Schwab Affiliate Funds (see fund prospectuses for more details) are greater than the remuneration.
Schwab and the investment adviser have agreed to limit the "net operating expenses" (excluding interest, taxes and certain non-routine expenses) of the Portfolios to 0.50% for so long as the investment adviser serves as the adviser to the Portfolios. This agreement is limited to the Portfolios' direct operating expenses and, therefore, does not apply to acquired fund fees and expenses, which are indirect expenses incurred by the Portfolios through its investments in the underlying funds. This net operating expense agreement may only be amended or terminated with the approval of the Portfolios' Board of Trustees.
(0911-5805, 0917-7498, 0618-84HV)