In recent years, the firm’s dedicated multi-asset group has enhanced the modeling and quant tools that inform this series’ makeup and structure ... oriented equity funds gives younger ...
Market-cap-weighted funds build their portfolios by giving each index constituent or stock a weighting relative to its total market capitalization. This structure gives a greater impact to larger ...
As with SWEGX, SWOBX uses a fund of funds structure comprising seven other Schwab funds. On the equity side, SWOBX allocates to large-cap U.S. core equities, large-cap U.S. growth, U.S. small-caps ...